Clearing insurance coverage

You can clear the insurance coverage information from a patient's record.

To clear the insurance coverage information

1.   In the Family File, select the patient/subscriber.

2.   Double-click the Insurance Information block.

The Insurance Information dialog box appears.

3.   Click Clear Primary and/or Clear Secondary.

The following message appears.

4.   Do one of the following:

Keep the amounts – Select to keep the selected patient's Deductibles Met/Benefits Used amounts.

Clear the amounts – Select to clear the Deductibles Met/Benefits Used amounts if you are adding a new insurance plan to the selected patient.

5.   To save the changes, click OK.