It is important to terminate old insurance before adding new insurance so you do not have conflicting data on the patient profile.
Step 1:
Navigate to the Primary (or Secondary) Insurance tab of the patient's profile.
Step 2:
Input the termination date in the Termination Date field. This should be a date in the past considering you do not want it to appear on future dates of service. Be sure to scroll down to the bottom of the page & save your changes. This now marks the insurance as inactive and it will no longer pull through to billing.
Step 3:
Next, click on the Cases tab and select the corresponding case. In the Primary (or Secondary) Insurance drop-down menu, click the X next to the insurance name to remove it from the case. Click save to update the Case.
