-Remove Insurance Plan from Patient File

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Single Insurance Environment

  1. Go to Patient Records > Patients tab

  2. Insurance/Various sub-tab 

  3. Change the Insurance Plan to <None>

 

Multiple Insurance Environment

  1. Go to Patient Records > Patients tab

  2. Insurance/Various sub-tab > Click List

    1. Highlight the row no longer required

    2. Click Remove

      1. Select to either Delete or Discontinue

To setup multiple insurance environment, click here. 

To see how to select the correct plan to claim via, click here.

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