Edit/Delete Insurer

To edit or delete the Insurer  from Settings, follow these steps:

Step 1: Click on Settings.

Step 2: Click on Billing.

Step 3: Click on Insurers.

Step 4: Select the Red Delete button next to the insurer you wish to delete. 

Step 5: OR to edit - Click on the pencil icon to edit.

Note: If you submitted claims with the insurance, you will not be able to perform this action.

To edit or delete insurance from the client's chart follow these steps:

Note: If you sumbitted a claim already with the insurance you try to delete, you wont be able to delete the insurance, but you will be able to de-active the insurance and add a new one under the client's chart.

Step 1: Click on Clients.

Step 2: Click on the eye icon next to the name of the client or start typing the name of the client in the upper Client search bar. Select the client and this will open the chart.

Step 3: Click on Clients Details< Insurance.

Step 4:  If you never submitted any claim with this insurance for this client, click on delete icon to delete the insurance from the chart.

Step 5: If you submitted a claim before with this insurance for this client, you wont be able to delete but you can de-active the insurance. Click on the pencil icon. 

Step 6:  At the pop-up box, mark in blue "Is disabled" (blue switch on means deactivated).

Step 6: Click on Save changes.

How to add a new insurance under the chart:

To add a new insurance for the client, make sure that the insurance is first added under Settings< Billing< Insurers. Next under the client's chart, click on Client Details< Insurance< Add.

Note: You can only have 2 insurance under the chart. One primary and one secondary. If the insurance changes for the client and neither can be used, you can de-active them first and add new ones with the steps above.