Inactivating insurance plans

You can inactivate an insurance plan that is no longer used. An inactive plan does not appear in any search results. Inactivating a plan does not affect patient records or claims; the plan is not deleted and remains associated with claims.

Note: Inactivating insurance plans requires the "Edit Insurance Plans" and "Inactivate/Activate Insurance Plan" security rights.

To inactivate 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. From the Status list, select INACTIVE.

   

5. Click (or tap) Save.