Invalidate an Insurance Policy

Use the Insurance tab in the Medical panel to flag an insurance policy as invalid for the account displayed in the Work Form.

To invalidate an insurance policy

1. In the Reference Panel navigation bar, click Available Panels and then click Medical.

2. Click the Insurance tab.

3. Click the tab for the policy to invalidate.

4. Click Invalidate Record.

5. In the Reason box, type the reason the policy is invalid and then click Save. The system displays a red bar and a message across the top of the policy tab to indicate that the policy is invalid.

Related Topics

Medical