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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
  1. Click on the Billing menu, then select Patient Account.
  2. Search for and select the patient using the Chart Rack.

3. Open the Insurance Tab

3. Open the Insurance Tab

Click on the Insurance tab within the patient account.

4. Click Drop Down Option

4. Click Drop Down Option

Click to view the drop down list options, and select Inactive.