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Kareo Help Center

Remove an Insurance Authorization

Patient authorizations can be removed through the patient's Account page.

Navigate to Patient Chart / Account

  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.

Remove an Insurance Authorization

  1. Click the Insurance tab at the top of the window.
  2. Click Edit on the right of the appropriate insurance case. The Edit Insurance Case window opens.
  1. Click the Authorizations tab on the appropriate Policy.
  2. To remove the authorization from the policy, click Remove on the right of the Authorization summary.
  3. Click Save & Finish at the bottom of the window.