Clearing coverage tables

You can clear a coverage table that is attached to an insurance plan so that you can create one from scratch (not recommended) or to create one from a template or another insurance plan.

Important: Clearing an insurance plan's coverage table affects all patients covered by that insurance plan.

Note: Clearing an insurance plan's coverage table requires the "Edit Insurance Plans" security right.

To clear a coverage table

  1. How to get there

    1. On the Home menu, under Insurance, click (or tap) Carriers.

      The Insurance Carriers page opens.

    2. Select an insurance carrier.

      The options for editing the insurance carrier become available.

    3. Under Plans/Employers, select an insurance plan.

      The options for editing the insurance plan become available.

    While viewing an insurance plan that is associated with a specific insurance carrier, click (or tap) Coverage Table.

    The Coverage Table dialog box appears.

    Insurance Coverage, %

    Patient Copayment, $

  2. Click (or tap) Clear Coverage Table.

    A confirmation message appears.

  3. Click (or tap) Clear.