Issue
I need guidance on how to deactivate Patient insurance records.
Environment
Kipu CRM, Feature: Patient Insurance Records
Only users with one of the following roles can deactivate patient insurance records.
- External 3rd Party VOB Worker
- Admission Worker
- Combined +
- Combined (Admissions and B.D.)
- Super User
- Limited Admissions Worker
- VOB Worker
- Restricted Admissions Worker
- Alumni/Aftercare Worker
Important
If you are managed by a third-party biller, it is possible you will not see these roles available for your tenant. Please contact support for more assistance.
Resolution
For guidance on how to deactivate a patient's insurance record, please refer to the steps below.
- Using the global search bar, search for your desired patient record.
- Select your desired patient record from the search results.
- Select the Insurance List section located on the left-side panel.
- In the Insurance list, locate and click the row of the insurance you wish to deactivate to open the corresponding record.
- Using the Termination Date field, input the date in which you would like the particular insurance record to deactivate.
- Select Save Changes.
- The insurance record has been successfully deactivated. Inactive insurance records will continue to be accessible in the Inactive view of the Insurance List.