You have the option to completely remove an insurance policy from a patient's account. Be careful. Once an insurance policy has been removed, there is no way to retrieve it.
Select Patient > Patient.
Use the Search field to search through your patients.
Place a check in the “Include inactive patients” box to include inactive patients in your search results.Select the Patient.
Click the Insurance Info tab.
Click the Insurance History button.
Click Delete for the policy you wish to remove, then click Done.
When the pop-up displays, click Delete again.
Click Save.
Place a check in the “Include inactive patients” box to include inactive patients in your search results.