Permissions

You will need Billing Permissions will be able to edit insurance types for active insurance plans. 

Scenario & Steps

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. Follow the steps below:

  1. Navigate to the Bill to & Insurance Info tab of the desired client
  2. Under Manage Insurance and in the Actions column; click edit next to the desired plan.
  3. Change the type and Save.


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