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Kareo Help Center

Edit Insurance Case

Patient insurance information can be edited 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

Edit an Insurance Case

  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 you would like to edit. The Edit Insurance Case window opens.

PF edit insurance policy 1.png

  1. Make desired changes to the case:
  • Payment Method: Click to change the payment method to Insurance or Self Pay.
  • Name: Rename the case.
  • StatusChange the Status of the case from Active to 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.
  1. Click Save & Finish at the bottom of the window.  The Edit Insurance Case window closes and the Account page re-opens to the Insurance tab. 

PF edit insurance case.png


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