Removing Insurance Plans

Created by Nicole Soler, Modified on Wed, 8 Apr at 4:04 PM by Nicole Soler

Open the Primary Insurance Screen 

  • Change Patient Relationship to Subscriber to “None”

 

Open the Secondary Insurance Screen 

  • Change Patient Relationship to Subscriber to “None” 
  • Change Secondary Subscriber Relationship to Primary Subscriber to “None” 


NOTE: These plans will still be stored in the account as dormant plans, which can be accessed by changing the Search In box to Account Plans 

 

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