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Kareo Help Center

Inactivate an Insurance Policy

An insurance policy 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 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.

Patients_Account.png

Inactivate 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 policy name. The Edit Insurance Case window opens.

Patients_Account_Insurance_Edit.png

  1. Click Edit on the right of the policy's Insurance Info tab. The Insurance Policy Info opens.
  2. Click Inactive on the right of Status. The checkmark moves from the Active to the Inactive button. 
  3. Click Save Policy

Patients_Account_Insurance_InactivatePolicy.png

  1. The policy status displays as Inactive in gray.
  2. Click Save & Finish at the bottom of the window. The Edit Insurance Case window closes and the Account page re-opens to the Insurance tab.  The inactivated insurance policy no longer displays under the insurance case name.

Patients_Account_Insurance_InactivePolicy.png

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