Drop Insurance Plan

In an Insurance Plan, at the upper left, click Drop.

Dropping an Insurance Plan removes the plan from the selected patient only. Historical information is not affected, and the plan will still exist in the Insurance Plans list. The plan will no longer show in the patient's insurance area. It will, however, still show on the family's Insurance Plans for Family list, and you can click the Add Insurance drop down to see it.

If unsent procedures exist for the insurance plan, they will still show (unsent) after the plan is dropped. Double-click into each unsent procedure in the Account Module, then click OK without making changes. The unsent status will update.

Re-Adding Dropped Insurance

To re-add a dropped plan:

  1. In the Family Module, click Add Insurance.
  2. If the patient is the subscriber, click Yes. If not, click No, then select the subscriber.
  3. Double-click the dropped plan from the list to select it. The dropped plan is indicated with (not in use).
  4. Verify the patient information, insurance plan information, subscriber information, and benefit information, then click OK to save.