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Delete, Terminate, Change Draft Status of an Insurance Plan

Namitha Elizabeth Smart
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Let's explore how to delete or terminate insurance when they are in Draft or Eligibility Pending status.

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Delete an Insurance in Draft Status

Watch this video for a quick walkthrough!

Let's get started!

  • Select the patient using the Global Search Bar.
  • Select Insurance.

  • Locate the intended insurance that is in Draft status.
  • Click Delete.

  • Click Proceed on the warning modal.

  • A toast notification will appear stating 'Insurance deleted successfully'.

That is all you have to do to delete an insurance saved as a draft.

Terminate an Insurance

Watch this video for a complete understanding.

Let's see how to terminate or delete an insurance, with or without a set hierarchy.
  • If the insurance hierarchy is not set.
    • Click Delete for the intended plan.

  • Click Proceed in the warning modal.

  • A toast notification will appear stating, 'Insurance deleted successfully'.

  • If the insurance hierarchy is set. 
    • Click View on the intended insurance plan.

  • Click Edit Patient Benefits on the very right of the Patient and Subscriber Insurance Details heading.

  • Enter the date of the day before as the Termination Date.
  • Click Save and Update Eligibility.

  • A toast notification will appear stating, 'Patient Insurance updated successfully'.

  • The insurance plan is now terminated for the selected patient.
  • To view any terminated plans, uncheck the Hide Terminated Plans option. 

To activate a Terminated Plan,

  • Navigate to the desired Terminated Plan.
  • Click Update Termination Date.

  • Remove the Termination Date.
  • Click Update Termination Date.

  • A toast notification will appear on the top right stating, ' Termination Date Saved Successfully.'

Note: If a claim is pulling details from terminated insurance, hover over Billing > select Claims > select the desired claim > choose the desired plan from the drop-down > click Save & Submit.

Change a Draft Insurance to Active

Watch this video for a quick overview.

Let’s explore how to change an insurance plan from Draft to Active status.

  • Select the patient using the Global Search Bar.
  • Click Insurance.

  • Click View on the desired insurance plan in Draft status.

In the Add New Insurance slider that opens up,

  • Enter the Subscriber ID, Effective Date, Employer, Carrier and Plan details.
  • Select the Mark Insurance as Verified checkbox.
  • Click Save.

  • The status of the insurance plan will change to Active.

Practices can use this simple guide to delete or terminate insurance.

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