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Kareo Help Center

Edit Patient Insurance from Appointment

From the Edit Appointment  window, you can make changes to the patient's insurance information. 

Open Patient Appointment

From the Agenda

  1. Hover over the Platform icon in the upper left of the window and click Agenda. The Agenda opens.
  2. Click on the patient's name to open the appointment card.
  3. Click More Options and select Edit Appointment from the drop-down menu. The Edit Appointment window opens.


From the Calendar

  1. Hover over the Platform icon in the top left and click Calendar. The Calendar opens.
  2. Click on the appointment that you wish to edit. The Edit Appointment window opens.

Edit Patient Insurance

  1. From the Edit Appointment window, click Edit on the right of the case name. The patient's Insurance page opens.
  2. Click Edit next to the insurance you want to change. The Edit Insurance Case window opens.
  3. Make necessary changes to the insurance case or policy information, and click Save & Finish.