Manage Insurance History

Anytime you make changes to an active policy, the system will ask if you would like to archive the old insurance. Doing so will move the old insurance to the Insurance History section. You are able to view and reactivate any insurance policy in this section. 

View a Patient's Insurance History

  1. Select Patient > Patient.

  2. 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.

  3. Select the Patient.

  4. Click the Insurance Info tab.

  5. Click the Insurance History button.

  6. Review the insurance history for this patient.

  7. Click Done to close the window.

Activate Archived Insurance

Follow the steps to activate an insurance policy in the insurance history section. 

  1. Select Patient > Patient.

  2. 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.

  3. Select the Patient.

  4. Click the Insurance Info tab.

  5. Click the Insurance History button.

  6. Right click on the insurance you wish to activate.

  7. Select Set as Active Insurance.

  8. In the drop-down pop up select the insurance type (priority).

  9. Click Ok. Then, click Done.

  10. Click Save. 

Delete Insurance from History

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.

  1. Select Patient > Patient.

  2. 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.

  3. Select the Patient.

  4. Click the Insurance Info tab.

  5. Click the Insurance History button.

  6. Click Delete for the policy you wish to remove, then click Done.

  7. When the  pop-up displays, click Delete again.

  8. Click Save.