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Kareo Help Center

Inactivate Insurance Case

An insurance case can be inactivated 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

Inactivate 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 case you want to inactivate. The Edit Insurance Case window opens.

PF edit insurance policy 1.png

  1. Click Inactive on the right of Status under the Case Information. The checkmark moves from the Active to the Inactive button. 
  2. Click Save & Finish at the bottom of the window.

PF inactivate insurance case 1.png

The Edit Insurance Case window closes and the Account page re-opens to the Insurance tab. The inactivated insurance case displays with an Inactive status in gray.   PF inactivate insurance case 2.png


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