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
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- Click on the Billing menu, then select Patient Account.
- Search for and select the patient using the Chart Rack.
3. Open the Insurance Tab
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Click on the Insurance tab within the patient account.
4. Click Drop Down Option
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Click to view the drop down list options, and select Inactive.