Setting up Insurance Plans in Kareo

Login to Kareo > Settings > Insurance > Find Insurance Plan

Open

This screen will show you all insurance companies you have linked to insurance plans and is a great outline of how you will map over to Rethink

Once your insurance company is set up, you’ll need to also create an insurance plan associated to that insurance company.

To add a new plan click “New” at the bottom of the screen

Click on “insurance company” to bring up a list of all insurance companies added under your practice to associate this new plan to

1. Select insurance company

2. Add Plan Name

3. Add Address

   1. Copy address for the particular insurance company/plan and click  to format it to Kareo requirements

   2. Click “Save”

      1. You may get a warning that this is a duplicate plan being entered, click “OK”

General note: we typically set up the plan name as the same as the insurance company name for ease although you can name it whatever you would like (especially if the insurance company name is long)

Notes: Every insurance company must have a corresponding plan. The name of the plan must be exactly what you add in Rethink for mapping purposes. The “Find Plan” screen will show you exactly how your Funders in Rethink should be set up so always reference this screen in Kareo. If you do not have your insurance companies and plans mapped over correctly this will cause your billing export to fail or potential claim issues if plans are not added properly (missing addresses, plans not added to client’s chart, etc.)