Edit Insurance Type for Active Insurance Plans

  Permissions: You must have Billing Permissions.

If a Client has two active Insurances (Insurance A and Insurance B). Insurance A is saved as the Primary Insurance and Insurance B is saved as the Secondary Insurance. When Insurance B is changed to be the Primary then Insurance A will automatically be changed to secondary. 

1. Locate Client and open Client Profile.
2. Click Bill To & Insurance Info tab.
3. Click Edit for appropriate Insurer.
4. Change the Insurance Type.
5. Click Save button.