DEACTIVATING AND REACTIVATING PATIENT ACCOUNTS

anytime a patient brings a new insurance, or is involved in a new accident we create a new account if there is a $0 balance on the previous account and we are not awaiting any insurance payments on that account then we create a new one, but also we have to deactivate the old one same thing once a patient returns back to insurance from auto, etc we reactivate the previously used insurance select patient go to policies and pull up their policy you wish to deactivate enter today's date as the expiration date select save if the patient will continue using the same insurance and its just a new year you can simply edit the effective dates and save if the patient's insurance/policy number or group number has completely changed you will need to make an entire new policy and save begin with entering your new insurance by following the procedures for creating a patient billing account whether cash, pi or insurance