How to Delete Insurance?
Insurance can only be deleted from a patient’s account if the account does not have any charges. This is because insurance is linked to charges once a charge is created.
In such a case insurance cannot be deleted and can only be marked as inactive.
To view insurances, follow the workflow above to land on the insurance screen.
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To delete an insurance plan, click ‘Delete’ button.
To mark an insurance as in-active, uncheck the ‘Active’ check box.
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Marking an insurance as Inactive shows the insurance in red text on the Charge page.