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Kareo Help Center

Edit or Remove an Insurance Authorization

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 Account Tab

  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 or Remove an Insurance Authorization

  1. Click the Insurance tab at the top of the window.
  2. Click Edit on the right of the insurance policy name. The Edit Insurance Case window opens.
Patients_Account_Insurance_Edit_KMB.png
  1. Click the Authorizations tab under the policy.
  2. To make changes to an authorization, click Edit on the right of the Authorization summary. The authorization details open. 
    • To remove the authorization from the policy, click Remove on the right of the Authorization summary.
  3. Make desired edits to the authorization information.
  4. Click Save Authorization when finished.
  5. Click Save & Finish at the bottom of the window when all edits have been made to the case.
Patients_Account_Insurance_EditAuthorization.png