Inactivate a Patient's Insurance Policy
Q: How do I inactivate insurance info in a patient account?
1. Open the Scheduler Workspace
Go to the SOAPware menu, then click Schedule.
2. Open the Patient Account
![2. Open the Patient Account](https://media.screensteps.com/image_assets/assets/006/036/158/original/media_1353095372833.png)
- Click on the Billing menu, then select Patient Account.
- Search for and select the patient using the Chart Rack.
3. Open the Insurance Tab
![3. Open the Insurance Tab](https://media.screensteps.com/image_assets/assets/006/036/160/original/media_1333722070760.png)
Click on the Insurance tab within the patient account.
4. Click Drop Down Option
![4. Click Drop Down Option](https://media.screensteps.com/image_assets/assets/006/036/162/original/media_1353095723349.png)
Click to view the drop down list options, and select Inactive.