Connecting Insurance Companies to Rethink (Mapping)

Please view a video tutorial on how to properly map over Insurance companies and plans from Kareo to Rethink:

Action	Description	Good To Know

Action	Description	Good To Know
		Once insurance companies and plans are added into Kareo, you’ll need to make sure you have corresponding funders set up in Rethink to map in your billing export
Prior to adding a new funder in Rethink, make sure you have your new insurance company listed as a “Billing Kareo Payor” option Login to Rethink > Company Account > Billing Kareo Payors		This list will be pre-populated with default Kareo payors, scroll through the list to check if your insurance company you just added in Kareo is listed. If it is, no further action needed IMPORTANT: the Billing Kareo Payor must match the insurance company name exactly as outlined/added in Kareo
If the payor is not in the designated list or the name does not match exactly, click in the upper right corner to “+Add” a new payor		Type in name exactly as outlined in Kareo (for Insurance Company, NOT plan)
To add a new Funder in Rethink Login to Rethink > Company Account > Funders > Add Funder
Input all identifying information related to funder to save funder Funder Type Vendor ID Name Kareo Payer Applicable Contact Information Combine Rules Scheduling rules Insurance Plan(s) Coverage Type Facility Location Any applicable notes		Funder Type: Options are Insurance, Other, Private Pay Vendor ID is the electronic payor ID listed in Kareo Name: you can name this whatever you would like and is used for internal identification only Kareo Payor: This is the Kareo Insurance Company Kareo - Report Appointment Time on Service Line - this option will allow for session times to be pulled onto billing export (column K) that will transpire onto claim form as a line note Combine Rules: based on funder guidelines Do Not Combine- Tricare, typically schools, private pay. Combine Charges for Same Day, Client, and Procedure - typically selected for your commercial payors Combine Charges for Same Day, Client, Procedure, and Rendering Provider - typically selected for Medicaid Insurance Plan(s): This should be exactly the same as the insurance plan created in Kareo
Associate clients with new plans		All clients must be associated with an insurance plan when adding an individual funder in their chart.
To associate clients with new plan, you will need to go to each individual chart and click on the client’s funder. Rethink > Clients > Select Client > Funder > View 2. View/Add funder for client Edit > Plan Name > Select appropriate plan name added under the funder in the company account > save	Once a funder is selected/assigned, plan names will become available as a drop down. Select most appropriate plan based on client.	When editing or adding a funder, plan name will be an option.
		Notes: Once Funders and clients are mapped over to match Kareo payors/plans, this will allow your billing export to successfully sync and will avoid any potential failures. Helpful guide for remembering how to set up Rethink properly is to reference the “Find Insurance Plan” screen in Kareo which outlines the set up exactly.