Delete Duplicate Instances of Insurance Plans
Identify and Remove Duplicate Insurance Plans
If duplicate instances of the same insurance have been created,
follow the steps below to delete the instances with no patients, active claims,
or employers currently assigned to the plan.
Generate the report Active Insurances under Reports > Account
> Active Insurances to locate any duplicate instances by address and Payer
In Billing Manager, click Add
(+) to pull up the complete list of insurance plans. Locate the duplicates,
load an instance using the ellipsis (...).
Click Delete after confirming
the instance (Number in parentheses/Plan ID from the report) is a duplicate.
Next, follow the prompts accordingly.
When no patients, employers, or claims are currently assigned,
Delete to eliminate a duplicate instance.
If unpaid claims are linked
to the instance, delete the instance after claims have been paid or transferred
to patient responsibility.
When the instance is assigned to a patient, delete and
reassign the patient to the remaining instance.
If a pre-authorization is assigned with the insurance
plan and the instance is deleted, reassign the patient to the remaining instance, and add the
To avoid adding duplicate
instances, search by P O Box (number only), street address (number only), and
Payer ID fields in the Insurance Lookup Tool, before clicking Select Plan.
Insurance Plan Maintenance
You can perform Insurance Maintenance under Settings > Insurance with Account Manager privileges. Under Settings > Insurance > Show Insurance Plans > Edit > Insurance Type > Insurance Plan > Phone > Fax > Payor ID > Address 1 > Address 2 > City > ...
Duplicate Patient Accounts
Merging accounts that both have financial transactions associated with them is a very manual process. Claims have to be voided, re-entered, and payments have to be reversed and reposted. We advise keeping the account with the oldest dates of service ...
Delete Insurance Plan
If you have never used the insurance plan here are the steps to remove- From Claim General Click the plus sign as if you were to add a patient Next Click the Insurance Tab In the Plan Drop down find the plan that you want to remove. Then click the ...
Error: This insurance record can not be deleted
You are receiving this error message because the system does not want you to remove an insurance plan from a patient's record when there are still open claims attached. If you have added insurance plans in error and are receiving messages that you ...
Add New Insurance in Settings
To add a new insurance payer to your practice insurance list: From the Settings tab > Insurance tab: 1. Click on Settings > Insurance tab. 2. Click on the Add Insurance hyperlink. 3. In the Insurance Plan Lookup tool, search by PO Box (number only) ...