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Kareo Help Center

View, Edit, Delete, or Inactivate a Patient's Insurance Policy

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

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

Navigate to the Patient's Account Information

  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.

Patient insurance information can also be accessed and edited from within a scheduled appointment


View, Edit, Delete, or Inactivate an Insurance Policy

  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.


  1. Click Edit on the right of the policy's Insurance Info tab. The Insurance Policy Info opens.
    • To delete an insurance policy, click Delete on the right of the policy's Insurance Info.
  2. Make desired changes to the policy information.
  3. Click Save Policy when all policy edits have been made.
  4. Click Save & Finish at the bottom of the window when all edits have been made to the case. The Edit Insurance Case window closes and the Account page re-opens to the Insurance tab.