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Kareo Help Center

Edit or Delete Insurance Case and Policy

Updated: 06/24/2021
Views: 2102

Patient insurance information can be edited or deleted from the Account page in 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:
    • Payment Method: Click to change the payment method to Insurance or Self Pay.
    • Name: Rename the case.
    • Status: Click Inactive to deactivate the case. Click Active to reactivate the 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. 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.


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 deleted insurance case no longer appears under the Insurance tab.