Reactivate a Policy and Insured Party

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.

  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 Insurance History.

  6. Right-Click on the policy you want to reactivate and select Set as Active Insurance.

  7. Select the insurance to copy to from the drop-down menu.

  8. Click Ok, then click Done.

  9. Click Save

This will add the policy and the insured party associated with the policy.