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Kareo Help Center

Add, Edit, or Delete Insurance Plan

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Updated: 09/30/2021
Views: 8469

Insurance plans represent a specific policy, group or program (e.g., PPO, POS, HMO) governed by the insurance company. In Kareo, the Insurance Plan record stores the claims billing address required for sending claims.

Access Insurance

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Insurance. The Insurance Companies dashboard opens.
  3. Click on an insurance company. The Edit Insurance Company page opens.
 Platform_InsuranceCompany_Access.png

Add Insurance Plan

  1. Click +New Plan. The New Plan pop-up window opens.
  2. Enter the Plan Name, Address with a valid 9-digit zip code, and Phone Number.
  3. Click Add Plan to save. The plan is now available to attach to a patient case.
 Platform_InsurancePlan_New.png

Edit Insurance Plan

  1. Click Edit. The Edit Plan pop-up window opens.
  2. Make desired changes to the Plan Name, Address, and Phone Number.
    Note: The Address should have a valid 9-digit zip code
  3. Click Update Plan when finished. The updated Insurance Plan displays in the Edit Insurance Company page.
 Platform_InsurancePlan_Edit.png

Delete Insurance Plan

The insurance plan cannot be deleted if the plan has been associated to a patient insurance case.

  1. Click Edit. The Edit Plan pop-up window opens.
  2. Click Delete Plan. The insurance plan is removed from the Edit Insurance Company page and a green Successfully Deleted confirmation message displays. 
 Platform_InsurancePlan_Delete.png