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Manage Your Account

You can make changes at any time to your support plan, billing address, payment information and account cancellation, all through the Help menu in the Kareo application.

To make changes to your account

1. Click Help>Manage Account.
2. Click any of the following:

• Change Support Plan
  You can change the support plan associated with your Kareo account. Any changes you make will be reflected in your next monthly invoice, unless you have previously signed up for a support plan with a longer term commitment. See also Customer Support.

• Change Billing Address
  Enter your new billing address that you would like Kareo to use when mailing the monthly invoice for your Kareo Account.

• Change Payment Information
  Enter the new payment information that you would like Kareo to use to process monthly payments on your Kareo account.

Note: Kareo cannot process payments with the changes you make unless the name on card and address match the information on file at your credit card company or bank. To avoid an interruption in your service, please enter this information carefully.

• Cancel My Account
  Cancels your account, and all users will no longer have access to your practice and company information.

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