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mfietzer
Canine II

Insurance Carrier Clean Up

We have multiple insurance companies entered numerous times in our system. I am trying to figure out the best way to clean this up to make sure we are using the correct one for each each insurance. Since we are unable to delete anything that is connected with any services, does anyone have any suggestions how to organize the insurance and employer lists?

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sherylbreault
CS Dental Employee
CS Dental Employee

Hello, the best way to clean up your insurances is to deactivate the insurances you do not want used. Go to Tables-Insurance-Plans, choose the plan you want to deactivate and edit it. On the top right uncheck the Active button.

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