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Kareo Help Center

Edit an Insurance Authorization

Patient authorizations can be edited through the patient's Account page.

Navigate to Patient Chart / Account

  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 in the left menu. The Account page opens.

Edit an Insurance Authorization

  1. Click the Insurance tab at the top of the window.
  2. Click Edit on the right of the appropriate insurance case. The Edit Insurance Case window opens.
  1. Click the Authorizations tab under the policy.
  2. To make changes to an authorization, click Edit on the right of the Authorization summary. The authorization details open. 
  3. Make desired edits to the authorization information.
  4. Click Save Authorization when finished.
  5. Click Save & Finish at the bottom of the window when all edits have been made to the case.