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Kareo Help Center

Edit or Delete Insurance Case

Updated: 11/03/2021
Views: 2701

Patient cases are created to manage insurance policy selection as well as the order in which two or more insurance plans are billed. Separate cases (e.g., Commercial, Self Pay, Workers' Compensation, Auto) should be created for each policy type. For example, you may have a patient that is being treated for injuries sustained from an auto accident that is covered under one insurance policy; yet that patient may receive treatment during the same visit for a condition unrelated to the auto accident and for which a different policy is billed.

After an insurance case is created, it can be edited or deleted when necessary.

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 Facesheet page opens.
  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

Edit Insurance Case

  1. Make necessary changes:
    • Payment Method: Click to change the payment method to Insurance or Self Pay.
    • Name: Enter an updated case name.
    • Status: The case status is set to Active by default. To deactivate the case, click Inactive.
    • Referring Provider: Add or change the referring provider. Begin typing the name of the referring provider and select it from the auto-populated results.
  2. If applicable, edit the conditions.
  3. If applicable, edit the insurance info, authorizations, or other info of the policy.
  4. Click Save & Finish when all information is updated.
Platform_InsuranceCase_EditDetails.png

Patients_Account_Insurance_EditCase.png

Delete Insurance Case

When an insurance case is deleted, all associated policies and conditions are also removed from the patient's record.

Note: Only cases with no other records associated, such as an encounter or appointment, can be deleted. If necessary, deactivate the case.

  • Click Delete Case. The insurance case is removed from the patient's Insurance tab.
Platform_InsurnaceCase_Delete.png

Patients_Account_Insurance_DeleteCase.png