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Kareo Help Center

Reactivate Insurance Case

An inactive insurance policy can be reactivated 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

Reactivate an Insurance Case

  1. Click the Insurance tab at the top of the window. The patient's current insurances display.
  2. Click Reactivate on the right of the insurance policy name. 

Patients_Account_Insurance_ActivateCase.png

The case status displays as Active in green. Patients_Account_Insurance_ActiveCase.png

 

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