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.
Select Patient > Patient.
Use the Search field to search through your patients.
Select the Patient.
Click the Insurance Info tab.
Click on Insured Parties to expand the list of Insured Parties.
Click the Inactivate link for the insured or payer you would like to inactivate.
Select Inactivate all Policies.
Click Save.
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.
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.
Select Patient > Patient.
Use the Search field to search through your patients.
Select the Patient.
Click the Insurance Info tab.
Click Payer to expand the list of Payers.
Click the Inactivate link for the payer to be inactivated.
Click Save.
You cannot reactivate only an insured party; it is reactivated with the existing policy.
Follow the steps below to reactivate the policy and insured party.
Select Patient > Patient.
Use the Search field to search through your patients.
Select the Patient.
Click the Insurance Info tab.
Click on Insurance History.
Right-Click on the policy you want to reactivate and select Set as Active Insurance.
Select the insurance to copy to from the drop-down menu.
Click Ok, then click Done.
Click Save.
This will add the policy and the insured party associated with the policy.