Expire an Insurance

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

  1. Select Insurance Management on the Patient Dashboard.

  1. From the Insurance Management page, click the policy you want to expire. 
  2. Add an expiration date in the Expiration field.
  3. Click Save (F2).

  1. On the Insurance Management page, click Add New Insurance Profile.
  2. 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.


    • Related Articles

    • 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 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 ...
    • Create an Insurance Receipt

      Payment Posting can be accessed from several places using one receipt to post an entire check amount to multiple Encounters. Create an Insurance Receipt Create the Receipt using one of the following methods: Type 'nr' in the Navigation Box or Select ...
    • Full Insurance Refunds & Takebacks Posted Manually

      There is a specific workflow for manually posting Insurance Refunds. If there are other Payments on the Remit, the Refund(s) must be posted before the Payments are posted. Attach to a Reference Batch before beginning the Refund process. It is ...
    • Partial Insurance Takebacks/Refunds

      Partial Insurance Takebacks/Refunds Use these methods when the insurance takes back only a portion of the money originally paid. This can be in the form of a physical check or a Payment that is automatically deposited in the bank (EFT). Manually ...