Setting Up Service Locations in Kareo

Login to Kareo > Settings > Service Locations

To add a service location, click “New” at the bottom of the screen

1. Internal Name: this should match the location name listed in Rethink EXACTLY

2. NPI

3. Time Zone

4. Billing Name & Address

   1. Billing Name: company name that should go in box 32 when location is used

   2. Address: specific address for this service location for box 32

   3. Place of Service (POS): POS is driven from the appointment; however, if the funder requires for the facility location to always be listed in box 32 then you will want to replicate your service location to reflect all POS that could be attached to your claim (02, 03, 11, 12, etc.) by following the above steps.

Kareo

Rethink

Internal name in Kareo = Name of Location listed within Rethink company account that needs to be limited to 35 characters or less

Billing name = legal company name as to how you are contracted with your payer(s)

Note: This is directly related to column F on your billing export, whatever location is listed here is what is going to be looked up in Kareo (against internal name field). If the location does not exist, that line will fail as the location won’t be matched.