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Kareo Help Center

Edit or Delete Insurance Plan

Updated: 05/20/2020
Views: 1041

Insurance plan information stored within an insurance company record can be edited or deleted in Practice Settings. This feature is available to your account users who have been assigned the System Admin or Biller role.

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.
Practice_Settings_Insurance.png

Edit or Delete Insurance Plan

  1. Click on the correct insurance company name in the list. The Edit Insurance Company window opens.
Platform_Insurnace_Edit.png
  1. Click Edit. The Edit Plan pop-up window opens.
  2. To edit the plan information, make desired changes to the Plan Name, Address, and Phone Number. Then, click Update Plan. The Edit Insurance Plan page reopens and the updated information displays under Insurance Plans.
  3. To remove the plan, click Delete. The Edit Plan page reopens and a green Successfully Deleted confirmation message displays at the top. 
Platform_Insurnace_EditPlan.png

 

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