Changing Plans on Patient Record

• We converted and see an insurance plan that says we can’t delete it. How do we put the correct insurance plan on the patient’s record?
• How do I make a patients’ secondary insurance their primary?
• I accidently put in a patient's secondary insurance as the primary plan, and need to change it. I need to add the correct primary insurance to the patient’s record. How do I change a patient’s primary insurance to secondary?
• My patient has an insurance plan attached to the record. The patient’s insurance plan has changed to a different plan. What’s the best way to change the plan information?
• My patient has a new insurance plan; they switched carriers. The system says I can’t delete the old plan because there are outstanding claims. How do I attach a new plan to my patient?

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