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Kareo Help Center

Edit or Delete Insurance Case

Updated: 01/22/2020
Views: 1720

Patient insurance information can be edited or deleted from the Account page in the patient's record.

When an insurance case is deleted, all insurance policies stored in the case are also deleted from the patient's record.

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.

Edit Insurance Case

  1. Make desired changes to the case:
    • Payment Method: Click to change the payment method to Insurance or Self Pay.
    • Name: Rename the case.
    • Status: Click Inactive to deactivate a case. Click Active to reactivate a case.
    • 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. Click Save & Finish when all information is updated.


Delete Insurance Case

  • Click Delete Case. The deleted insurance case no longer appears under the Insurance tab.