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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 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 Kareo 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 or Remove an Insurance Authorization

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