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 an Insurance Policy
- Select Insurance Management on the Patient Dashboard.

- From the Insurance Management page, select the policy you want to expire.

- Add an expiration date in the Expiration field.
- Select Save [F2].

- On the Insurance Management page, select 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.
Learn More
Default and Active Insurance Profiles