Check out this quick video on setting up secondary insurance in Kareo:
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Purpose: Setting up additional funders/authorizations for clients in Kareo in order to bill secondary policies before passing applicable charges onto the patient.
Action | Description | Good To Know |
Step 1: Navigate to the patient chart in Kareo Kareo > Patients > Find Patients > Search and select the patient needing secondary policy info added |  You can also click the icon below to open up ‘Find Patients’  | |
Step 2: Open up Patient Cases | Once the client chart is opened, select the ‘Cases’ tab  Open the current active case with primary policy information that came from Rethink during initial batch  | You will always add the secondary funder to the client’s primary policy information. |
Step 3: Add Secondary Policy Info | Once current case is open, click ‘Add’ to add secondary policy information in Order # 2  Select funder for secondary policy and add policy details, click ‘Save’ - you should then see the secondary policy in the 2nd Order  | |
Step 4: Add Secondary Authorization Info | Next, navigate to the ‘Authorizations’ tab to enter the secondary authorization information to be added to the claim once passed on to secondary funder, click ‘Add’  Select secondary policy and add authorization details and any notes for authorization Click ‘Save’ once added | Note - Kareo does not input # of hours (if ABA specific), recommendation is to enter 9999 visits and add hours in the notes or convert to visits |
Step 5: Save Changes Save all screens until you are back to the ‘Find Patients’ screen to assure all changes have been saved in each section. If you close out of your screen without saving, all changes will be lost. | Important to Note:Secondary policy/authorizations are directly managed in Kareo due to limiting the ability to select via the schedule in Rethink. This will allow users to only select primary funder policy/authorizations to bill appropriately. Once primary processes the claim, the system will then automatically queue payor 2 to be billed if set up properly instead of passing any applicable charges over to the patient. Secondary authorizations need to be manually added onto the secondary claim prior to billing the secondary funder if authorization is required, otherwise, the primary authorization will remain attached to the claim. In order to catch these charges, prior to billing, always review claims in your ‘Ready’ status that have ‘Secondary’ listed in the ‘Billed As’ column in Kareo. |
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