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Kareo Help Center

Edit or Delete Insurance Policy

Updated: 01/22/2020
Views: 1183

Patient insurance policies 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 Policy

  1. Click Edit. The Insurance Policy editor opens.
  2. Make desired changes.
    • Status: Click Inactive to deactivate the policy. Click Active to reactivate the policy.
  3. Click Save Policy when finished.
  4. Click Save & Finish when all information is updated. 

Delete Insurance Policy

  1. Click Delete. The policy is removed from the insurance case tab. 
  2. Click Save & Finish when finished.


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