Home : How do I transfer patients from old insurance carriers to new carriers?
Q10133 - FAQ: How do I transfer patients from old insurance carriers to new carriers?

There is no way to automatically transfer a group of patients from one insurance carrier to another in OfficeMate. In order to modify a patient's insurance carriers, open the patient's Demographic window, click the Insurance tab, and select appropriate new insurance carriers.

You cannot delete insurance carriers used by patients from the Business Names window in OfficeMate. If an insurance carrier is no longer active, though, we suggest you modify the insurance carrier's name and add an "X" or "Z" to the beginning of the name so that the carrier appears at the bottom of your lists and drop-down menus.  

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Created on 3/28/2006.
Last Modified on 3/28/2006.
Last Modified by Customer Care.
Article has been viewed 907 times.
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