Remove Insurance Plan from Patient File

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Single Insurance Environment

  1. Click the navigation menuPatients > Patients page

  2. Insurance/Various tab 

  3. Change the Insurance Plan to <None>mceclip0.png

Multiple Insurance Environment

  1. Click the navigation menuPatients > Patients page

  2. Insurance/Various tab > Click List

    1. Highlight the row no longer required

    2. Click Remove

      1. Select to either Delete or Discontinue

        mceclip1.png

Links:

Setup Multiple Insurance Environment

Select Fund to Claim for Multiple Insurances Environment

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