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Kareo Help Center

Edit Insurance Company

Editing an insurance company record will update all insurance plans and patient's policies associated to the insurance company.

Navigate to Insurances

Click Settings > Insurance > Insurance Companies. The Enrollments dashboard opens.


Configure the Insurance Company

  1. Click the insurance company name on the Enrollments dashboard. The Edit Insurance Company window opens to the General tab.
  1. Make your changes and click Save.
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