Delete Insurance Plan

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 ... next to the plan
Then Click Delete

    • Related Articles

    • 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 ...

    • How to Set Up a Workers Compensation Insurance Company

      Please add/update all insurance plans, including work comp plans on the settings/insurance tab first. Then you can link the insurance/work comp plans to the patient in the billing manager, patient demographics screen. Navigate through the Billing ...

    • Insurance Plan Updates or Additions

      When requesting Edits or New Plan additions from the Insurance Validation Department, you will receive an email response with one of two replies in the subject field: Insurance Changes Succeeded for "XXXX Ins Plan" or  Insurance Changes Failed for ...

    • 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 >  ...

    • Edit Insurance Plan Payer ID

      1. Here are the steps to research payer ID numbers and payer information: Go To the Claims Tab >  EDI Portal Click on the Resources Tab Select Payer list Now click the Blue link "Professional Payer" or "Institutional Payer" if applicable Scroll down ...