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Kareo Help Center

Edit an Insurance Policy

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 Policy

  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. Click Edit on the right of the policy's Insurance Info tab. The Insurance Policy Info opens.
  2. Make desired changes to the policy information.
  3. Click Save Policy when all policy edits have been made.
  4. Click Save & Finish at the bottom of the window when all edits have been made to the case. The Edit Insurance Case window closes and the Account page re-opens to the Insurance tab. 

PF edit insurance policy 2.png


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