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Kareo Help Center

Edit, Delete, or Inactivate an Insurance Case

Watch a demonstration of the features covered in this article in our Add Patient Insurance video.

Patient insurance information can be edited, deleted, or inactivated from the Account tab in the patient's chart.

Navigate to the Patient's Insurance Details

From the Main Navigation Bar

  1. Enter the first 2–3 letters of the patient's name in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's chart Demographics opens.
  3. Click Account on the left menu. The patient's account information opens.
  4. Click the Insurance tab. A summary of the patient's insurance information displays.

From an Appointment on the Calendar

  1. Hover over the Platform icon in the upper-left corner of the window and click Calendar. The Calendar opens.
  2. Click on the patient's appointment. The Edit Appointment window opens.
  3. Click Edit next to the insurance information. The patient's chart opens to the Insurance tab.

Edit, Delete, or Inactivate an Insurance Case

  1. Click Edit on the right of the insurance case you want to edit. The Edit Insurance Case window opens.
  2. Make desired changes to the case:
  • Click to change the Payment Method to either Insurance or Self Pay.
  • Rename the case.
  • To deactivate the case, click to set the case Status as Inactive.
  1. When all case edits have been made, click Save & Finish at the bottom of the window.
  2. To delete a case from a patient chart, click Delete Case at the bottom of the window.