Making an Insurance Record Inactive

Version 14.19
Path: Smart Toolbar > Insurance Button

Overview

This page will instruct you on how to make an insurance record inactive.

Making an Insurance Inactive

  1. Click on the Insurance tab .
  2. Click on the Insurance plan.

  1.  Click the Edit button in the middle tool bar.

  1. In the Policy Status section, in the right of the window, locate the Status Field
  2. Click on the down-arrow to the right of the Status field, and select Inactive from the dropdown list. 
  3. If you know the termination date of the policy, click the down-arrow to the right of the Terminated field, and select a date from the dropdown list. Click the Post Edit buttonmark to save.

Insurance Record: Inactivating an Insurance

  1. If the patient is Self-Pay, click the Self-Pay button, in the middle of the insurance record screen.
  2. A popup message will prompt you to confirm, "Clear the patient's insurance and reset as Self-Pay?" 
  3. Click Yes. The patient's insurance will now be set to self-pay.

Insurance Record: Setting Self-Pay

  1. To create a new insurance record, click the Insert Record buttonin the middle of the tool bar and follow the procedure for Creating a New Insurance Record.
Version 14.10
Path: Smart Toolbar > Insurance Button

Overview

This page will instruct you on how to make an insurance record inactive.

Making an Insurance Inactive

  1. Click on the Insurance tab .
  2. Click on the Insurance plan.

  1.  Click the Edit button in the middle tool bar.

  1. In the Policy Status section, in the right of the window, locate the Status Field
  2. Click on the down-arrow to the right of the Status field, and select Inactive from the dropdown list. 
  3. If you know the termination date of the policy, click the down-arrow to the right of the Terminated field, and select a date from the dropdown list. Click the Post Edit buttonmark to save.

Insurance Record: Inactivating an Insurance

  1. If the patient is Self-Pay, click the Self-Pay button, in the middle of the insurance record screen.
  2. A popup message will prompt you to confirm, "Clear the patient's insurance and reset as Self-Pay?" 
  3. Click Yes. The patient's insurance will now be set to self-pay.

Insurance Record: Setting Self-Pay

  1. To create a new insurance record, click the Insert Record buttonin the middle of the tool bar and follow the procedure for Creating a New Insurance Record.