NextGen Knowledge Center

Delete Insurance from the Patient Chart

You can delete an insurance for a patient from the patient's chart.

A few things to remember:

  • If a patient is checked in, the insurance is attached to the encounter. If no charges have been created, you can delete the payer and add the correct one.
  • If the claim is created, you can delete all charge lines and then delete the payer and add the correct one.
  • If the encounter has been billed, you must go to balance control and make the amount $0.00 for each charge line for the Ins1column. You can then delete the payer and add the correct one.

To delete the insurance from the patient chart, do the following:

  1. On the main toolbar, select the chart icon.
    The Patient Lookup window appears.
  2. Locate the appropriate patient.
    The patient chart displays.
  3. Select the Encounter tab and then the Insurance tab.
  4. From the Encounter section, select the appropriate encounter.
  5. In the Encounter Insurance section, right-click on the payer and select Delete.

    A confirmation prompts displays.
  6. Select OK.