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Kareo Help Center

Delete Insurance Company

An insurance company can be deleted if there are no previous activities associated with the insurance company.

Navigate to Insurances

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

Settings_Insurance_InsuranceCompanies_Shadow.png

Delete the Insurance Company

  1. Click the insurance company name on the Enrollments dashboard. The Edit Insurance Company window opens to the General tab.
Enrollment_Jopari_Edit.png
  1. Click Delete. The Confirmation window opens.
  2. Click Yes to delete the insurance company record.
Delete_Confirm.png
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