Deleting insurance plans

You can delete an insurance plan, that you no longer want to have attached to an insurance carrier, if that plan is not attached to any patient's record.

Note: Deleting insurance plans requires the "Delete Insurance Plans" security right.

To delete a plan

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

   The Insurance Carriers page opens.

2. Select an insurance carrier.

   Tip: To help you locate an insurance carrier quickly, in the Filter box, enter part or all of a carrier's name, plan/employer, or group number to filter the carrier list so that it displays only those carriers that match what you enter.

   

   The options to edit the insurance carrier become available.

   

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

   

   Tip: To help you locate a plan quickly, in the Filter box, enter part or all of the plan/employer name or group number to filter the plan list so that it displays only those plans that match what you enter.

   The options for editing the insurance plan become available.

   

4. Click (or tap) Delete.

   A confirmation message appears.

5. Click (or tap) OK.