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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.

Settings_Insurance_InsuranceCompanies_Shadow.png

Configure the Insurance Company

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