How to Mark an Insurance Plan as Inactive

Practices have the ability to inactivate old or unused insurance plans to make it easier to find and select an active insurance plan and apply it to a patient. 

To mark an insurance plan as inactive:

1. From the Administration tab, select Insurance > Plans. The Insurance Plans list is displayed.
   
2. Locate the plan within the list, and click on the Plan Name. Note: You can enter the plan name in the Search Plans field to quickly narrow the list. 
   The Update Insurance Plan window is displayed.
3. Under Status, click Inactive.
   
4. Click Update.

Inactive plans display a red I in the Status column within the Insurance Plans list, while active plans display a green A. From the Actions menu, you can filter the Insurance Plans List by Active, Inactive, or All plans.

Marking a plan as inactive will not remove existing instances within patient records. However, the inactive insurance plan will no longer be available for selection from the Associated Plan drop-down menu of a patient's insurance policy.