Inactivate an Insured Party

In the event an insured party 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 on Insured Parties to expand the list of Insured Parties.

    1. Click the Inactivate link for the insured or payer you would like to inactivate.

    2. Select Inactivate all Policies.

  6. Click Save

  7. A window may pop-up asking if you would like to archive the old insurance. Place a check in the box, and click Continue

Inactivating an insured party will also inactivate any policies associated with the insured.