Delete an Insurance Profile
An Insurance Profile can only be deleted if there are no Encounters linked to the profile.
Delete an Insurance Profile
Click Insurance Management on the Patient Dashboard.
On the Insurance Management Screen, click the Trash Can icon above Default or Active. If the Trash Can icon is grayed out, the profile cannot be deleted.
Enter a Reason for deleting and verify
Click Delete.
Once the profile is deleted, the Policies that were on this profile move to the Policies not part of an Insurance Profile panel. You can now reassign the policies to a different profile or delete them.
Related Articles
Insurance Management
Insurance Management is used to manage a Patient's Insurance Profiles. The Primary, Secondary, and Tertiary Insurances are on one Insurance Profile. When the Insurance changes, a new Insurance Profile should be created. Insurance Management Insurance ...Policies Not Part of an Insurance Profile
This panel acts as a holding area for policies that are not currently part of an Insurance Profile. Reasons for Policies being in this panel Deleted from an Insurance profile. Added from the Add New Policy that is not part of a Profile link. Added by ...Insurance FAQs
Insurance FAQs Different Insurance How do I transfer/move a Charge/Encounter to another carrier/payer/insurance? How do I change a Secondary Insurance to the Primary? DME How do I add DME to an Active Insurance Profile? Expire an Insurance Policy ...Insurance Profiles Overview
Insurance Profile An Insurance Profile represents all responsible parties in the order they are used. Each Profile contains all the Insurances the patient has at that time. Primary Secondary Tertiary Self Pay Profile The Self Pay Profile represents ...Move Existing Encounters to a New Insurance/Self-Pay Profile
When a new Insurance or Self-Pay Profile is added, you may need to move some of the existing Encounters to the new Profile. This most often occurs when a claim is denied for not being covered, and a new Insurance Profile needs to be added and ...