Inactivate a Payer Policy

In the event a payer policy is no longer in use, you can inactivate that record to prevent staff members in your office from using it. 

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

  3. Select the Patient.

  4. Click the Insurance Info tab.

  5. Click Payer to expand the list of Payers.

  6. Click the Inactivate link for the payer to be inactivated. 

  7. Click Save.