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Kareo Help Center

Delete Insurance Plan

To delete an insurance plan

  1. Click Settings > Insurance > Find Insurance Plan.
  2. In the Look For search bar, enter all or part of the name of an insurance plan and click Find Now.
  3. Once you find the insurance plan, click once to highlight it.
  4. Click Delete.

Note: You can only delete an insurance plan record if there are no previous activities associated with the insurance plan.

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