New Insurance Company

To set up insurance companies

Note: To avoid duplication, a best practice is to first search the insurance database to see if the insurance company already exists in the system.

General Tab

Note: This address will not appear anywhere on a claim.

Claim Processing: Select the insurance program; the most common insurance programs are Blue Cross/Blue Shield, Medicare, Medicaid and Commercial Insurance Co. The Default Adjustment field is for reporting purposes; the adjustment code selected here will be used to auto-populate the Contractual Adjustment field when manually posting your payments. If you are not sure what to select, leave the selection at Default.

"Automatically bills secondary insurance": Optional. Information Only. Primarily used for Medicare; Medicare often forwards claims to the secondary insurance on behalf of the insured party.
Notes (optional): Enter any notes for your records regarding this insurance company.
Contact (optional): Enter the insurance company contact information.
List Administration: This feature is for companies that have one Kareo account and manage multiple practices. At the Scope field, select the appropriate field:
- Practice Specific: The insurance company is available only to the practice you are logged into.
- All Practices: The insurance company is available to all practices associated with the Kareo account (company). See section Insurance List Management.

Note: This is a permission-based setting and you may not have access to this field.

Paper Claims: Select settings for printing paper claims. See section Paper Claim Settings.
Electronic Claims: Select settings for transmitting electronic claims. See section Electronic Claim Settings.
Practice Settings: Select practice-specific settings as they relate to claims. See section Practice Specific Settings.