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Kareo Help Center

Add, Edit, or Remove Insurance Authorization

Updated: 01/22/2020
Views: 990

Insurance authorizations can be easily added to the patient's existing insurance policy information.

Edit or remove the authorization from the patient's policy if the information is incorrect.

Access Patient Insurance Case

  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. The Account page opens.
  4. Click the Insurance tab. The Insurance page opens.
  5. Click Edit. The Edit Insurance Case page opens.

Platform_InsuranceCase_Edit.png

Add Authorization

  1. Click the Authorizations tab under the policy.
  2. Click + Add Authorization. The Add Authorization editor opens.
  3. Enter authorization information:
    • Auth #: The authorization number provided by the insurance company for reference.
    • # of Units: The total number of visits authorized by the insurance company. If the visits are unlimited, enter a high amount. 
    • Effective Start and Effective End: If applicable, enter the dates for the authorization period.
    • Authorization Contact: Enter the Full Name and Phone Number for the person to reach regarding the authorization.
  4. Notes (Optional): Notes related to the authorization.
  5. Click Save Authorization.
  6. Click Save & Finish when all information is added. 

Patients_Account_Insurance_AddAuthorization.png

Edit Authorization

  1. Click the Authorizations tab under the policy.
  2. Click Edit. The Add Authorization editor opens.
  3. Make desired edits to the authorization information.
  4. Click Save Authorization when finished.
  5. Click Save & Finish when all information is updated. 
Patients_Account_Insurance_EditAuthorization.png

Remove Authorization

  1. Click the Authorizations tab under the policy.
  2. Click Remove. The Authorization is removed from the policy.
  3. Click Save & Finish
Patients_Account_Insurance_RemoveAuthorization.png
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