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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

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Account in the left menu. The Account page opens.
Patients_Account_KMB.png

Edit, Delete, or Inactivate an Insurance Case

  1. Click the Insurance tab at the top of the window. The patient's current insurances display.
  2. Click Edit on the right of the insurance policy name. The Edit Insurance Case window opens.
Patients_Account_Insurance_Edit_KMB.png
  1. Make desired changes to the case:
    • Payment Method: Click to change the payment method to Insurance or Self Pay.
    • Name: Rename the case.
    • StatusChange the Status of the case from Active to Inactive.
    • Referring Provider: Add or change the referring provider. Begin typing the name of the Referring Provider and select it from the auto-populated results.
  2. Click Save & Finish at the bottom of the window.  The Edit Insurance Case window closes and the Account page re-opens to the Insurance tab. 
    • To delete a case from a patient chart, click Delete Case at the bottom of the window.
Patients_Account_Insurance_EditCase.png