Setting Up Insurance > Handling Insurance Plan Information

Deleting Insurance Plans

To delete an insurance plan:

1. Select List > Ins. Plan. The Insurance Plan List window is displayed.

2. Press Enter. The name of the selected insurance company is displayed in the title bar.

3. Select an insurance plan and click Delete. A message is displayed, asking you to confirm the deletion.

4. Click Yes.

5. If you are deleting a DMO/Capitation plan, a message is displayed, asking to delete plan transactions. Click No to save transactions. Several reports use this information.

5. Click Close.

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