Expire an Insurance
Expire an Insurance
What Happens when I Expire an Insurance Policy?
- Adding an Expiration Date to one policy expires the whole Insurance Profile.
What should I do if the Patient has a new Secondary Insurance but the Primary is the same?
- If a Patient needs to add a new Secondary Insurance, the current Insurance Profile needs to be expired, and a New Profile added using From Existing for the Primary Insurance, and use New for the Secondary Insurance.
Expire a Insurance Policy
- Select Insurance Management on the Patient Dashboard.
- From the Insurance Management page, click the policy you want to expire.
- Add an expiration date in the Expiration field.
- Click Save (F2).
- On the Insurance Management page, click Add New Insurance Profile.
- Choose either to Add New or From Existing for the new Insurance Profile.
For further information on adding a new Insurance Profile go to Add/Modify Insurance Profiles on an Existing Patient.
On the New Profile add an Effective date for the new Insurance.
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