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Kareo Help Center

Add, Edit, or Remove Insurance Authorization

Updated: 07/02/2021
Views: 1759

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 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 details:
    • Auth #: The authorization number provided by the insurance company.
    • # of Units: The total number of visits authorized by the insurance company. If the visits are unlimited, enter a high amount (e.g., 100). 
    • Effective Start and Effective End: If applicable, enter the dates for the authorization period.
    • Authorization Contact: Optionally, enter the Full Name and Phone Number for the person to reach regarding the authorization.
    • Notes (Optional): Notes related to the authorization.
  4. Click Save Authorization. The authorization details displays.
  5. Click Save & Finish when done. 
Platform_Authorizations_Add.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 details.
  4. Click Save Authorization. The authorization details is updated.
  5. Click Save & Finish when done. 
Platform_Authorizations_Edit.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
Platform_Authorizations_Remove.png