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Kareo Help Center

Delete an Insurance Policy

An insurance policy can be deleted from the Account page in the patient's record.

Navigate to the Patient Account Page

  1. Enter the first 2–3 letters of the patient's name in the top navigation search box.
  2. Click to select the patient from the auto-populated results. The patient's chart opens to the Face Sheet.
  3. Click Account on the left menu. The patient's Account page opens.

PF access account tab.png

Delete 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.

PF delete insurance policy 1.png

  1. Click Delete on the right of the policy's Insurance Info tab. The policy is removed from the insurance case window. 
  2. If one or more policies remain in the insurance case, click Save & Finish to complete the process of removing the policy. The Edit Insurance Case window closes and the Account page re-opens to the Insurance tab. The insurance deleted policy no longer displays under the case.
  3. If there are no additional policies in the insurance case, the New Insurance window will open. Add a new policy (if available), or click Delete Case to remove the case and policy information from the patient record. The Edit Insurance Case window closes and the Account page re-opens to the Insurance tab. The insurance case and policy no longer display.

PF delete insurance policy 2.png

 

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