Removing insurance from patients

You can remove an insurance plan from a patient's record. If the plan has expired or been terminated, you should end the coverage not remove the plan.

Note: Removing insurance from patients requires the "Remove Ins. Plan from Patient" security right.

To remove a patient's insurance

1. Do one of the following:

   • On a patient's Overview page, the Insurance box displays the patient's insurance plans. Click (or tap) an insurance Plan link.

     

   • On a patient's Insurance Information page, select an insurance plan.

     

   The options for editing insurance information become available.

   

2. Click (or tap) Remove.

   A confirmation message appears.

3. Click (or tap) Remove.