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Kareo Help Center

Add Insurance Authorization

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

Navigate to the Patient 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.


Add 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.


  1. Click the Authorizations tab under the policy.
  2. Click + Add Authorization. The + Add Authorization form opens.
  3. Enter the following authorization information provided by the insurance company:
    • Auth #: Enter the authorization number provided by the insurance company.
    • # of Units: Enter the total number of visits (if specified). If visits are unlimited, enter any large number.
    • Effective Start and Effective End: Click in the fields and enter the authorization start and end dates.
    • Authorization Contact: Enter the Full Name and Phone Number for the person to reach regarding the authorization.
  4. Notes: Enter any additional information about the authorization (optional).
  5. Click Save Authorization.


  1. The + Add Authorization form closes and a summary displays under the Authorizations tab.
  2. Click Save and Finish at the bottom of the window.  The Edit Insurance Case window closes and the authorization is saved in the policy.


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