Delete Insurer

 

Follow these instructions to delete an insurer:


  1. On the menu bar, click Setup. The Setup menu appears below the ClinicSource menu and the Insurer screen appears, or;

      If you are already in Setup, click Insurer on the Setup menu. The Insurer screen appears.


  1. In the Insurers screen Insurers list, click the insurer you want to delete.


  1. Click the Delete icon . A confirmation dialog box appears asking if you are sure you want to delete the insurer. 

 

(The preferred option is to mark the payer inactive by not checking the Active check-mark.)


  1. Click OK. The insurer is deleted from the list.

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