cancel
Showing results for 
Search instead for 
Did you mean: 
ShelleyW
Canine II

How to edit guarantor's self/spouse insurance tab

How do we edit a patient's guarantor's insurance tab self/spouse after all the information is deleted. We try to edit the tab but it will not highlight and allow us to. So the patient's account still thinks they have insurance.

 

Please help

0 Kudos
Reply
2 Replies
tshaw
Community Manager
Community Manager

Re: How to edit guarantor's self/spouse insurance tab

@danelle_canales @tsalcido @lindamoseley any suggestions for this? 

0 Kudos
Reply
tsalcido
CS Dental Employee
CS Dental Employee

Re: How to edit guarantor's self/spouse insurance tab

If you removed the insurance plan ID number from the Account, it will remove it from the patients insurance tab.

tsalcido_1-1624307448199.png

If there is dual insurance then go the patients Insurance tab and choose No Inusurance. 

tsalcido_0-1624307328285.png