Practice Information
Practice information is entered during the New Practice setup wizard. However, you can review and edit the information at any time.
To edit practice information
Click Settings > Find Practice.
Once you find the practice record, double-click to open it.
On theEdit Practicewindow, enter the practice details. See below.
Note: If any of field is disabled (grayed out), you will need to contact your Kareo company administrator.
When finished, click Save.
- Name: The practice name cannot exceed 35 characters and will populate Box 33 of the claim form.
- Group NPI: The Group NPI will populate Box 33a of the claim form.
- EIN: The EIN will populate Box 25 of the claim form.
- Subscription Edition: Upgrade or downgrade your subscription plan.
- Contact Information: The address and phone number will populate Box 33 of the claim form. The address entered must be a physical location (not a PO Box) and must include a 9 digit zip code. Click Address and enter the information in the pop-up window; this will ensure that the practice address is formatted correctly within the Kareo. Other fields in this section are optional and are for internal use.
- Administrator: Optional. Can be used for the Return Address or Remit Address for patient statements - for example, if you prefer your patient statement remittances to go to a PO Box or to an address other than the one entered under Contact Information.
- Billing Contact: Contact information applies to all electronic claim submissions to ensure your payers have the correct point-of-contact, including phone number. Can be used for the Return Address or Remit Address for patient statements - for example, if you prefer your patient statement remittances to go to a PO Box or to an address other than the one entered under Contact Information.
- Notes: Optional.
- kFax #: Get or release a kFax number. See section kFax Number.
Still need help? Contact support here.