Single Insurance Environment
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Go to Patient Records > Patients tab
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Insurance/Various sub-tab
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Change the Insurance Plan to <None>
Multiple Insurance Environment
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Go to Patient Records > Patients tab
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Insurance/Various sub-tab > Click List
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Highlight the row no longer required
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Click Remove
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Select to either Delete or Discontinue
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To setup multiple insurance environment, click here.
To see how to select the correct plan to claim via, click here.
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