The duplicated plans should be reviewed to determine the "best" plan to keep. Click the word “Setup” and the “Insurance” and “Insurance Plans” options from the drop-down list to locate and review the duplicated plans.
Update the “best” plan to ensure that all the necessary information is included (benefits, coverage, plan notes, everything). Make note of the Plan ID# that shows on the "Plan" tab.
Next, locate all the "bad" plans. Make a note of those Plan ID#s.
Click the word “Utilities” and the “Insurance/Procedure” option from the drop-down list.
Then Click "Consolidate Duplicate Insurance Plans".
Input a "bad" plan ID# in the "Old Plan ID" field. Input the "best" plan ID# in the "New Plan ID" field. Click the Continue button. Confirm the replacement by clicking the Replace button. This will move all the patients who have the "bad" plan ID# to the "best" plan ID#. Do this for all the "bad" plans.
Once the reassignments have been done, re-access Setup/Insurance/Insurance Plans. Locate all the "bad" plans. The "Used" field should now be indicating "Not Used" which indicates that no patients are attached to the "bad" list. Delete the "bad" plans. This should leave you with only one "best" plan.
To avoid duplicate plan entries reminder to 'Search first, Add last' when searching for plans to attach to patients. Entering less info when searching can help to increase your chance of finding the needed plan. Searching using multiple methods such as Group Number which is the unique identifier of a plan, then if plan is not found, try searching by Employer. For instance if searching for group number 87-00-12, try searching by removing the dashes. If searching for Employer IBM try searching for I.B.M. or International Business Machines. Don't give up! A little more time searching for the plan will save time having to add the plan later.