Deactivate Insurance Policy
This page allows you to deactivate an insurance policy. When you deactivate the policy, athenaOne marks the policy as "deactivated."
Deactivating a policy removes it from the patient's Quickview page and makes the policy unavailable for billing new claims. The deactivated policy is still available for billing any open claims that remain for the policy.
To deactivate
a patient's insurance policy
- Display the Deactivate Insurance Policy page: On the Quickview, under the Insurances heading, click Deactivate this policy.
- Review the package information to verify that this is the package you want to deactivate.
- Enter the reason for deactivating this insurance policy (for example, "changed employer") in the Deactivation reason field.
- Click Deactivate Insurance.
Note: Once deactivated, you can still click the View cancelled insurances link to view the cancelled policy, including the scanned insurance card image, the date it was deactivated, who did it, and the note that the user entered when that person deactivated the package. athenahealth recommends that you immediately add the new policy for the patient, if available, and correct the insurance selection on all affected claims.
Field Reference
| Expiration date |
The date to mark this insurance as expired. If charges are entered with a service date beyond this date, the claim is assigned HOLD status. |
|---|---|
| package |
The detailed insurance package information. |
| referrals/auths transfer |
athenaOne-generated messages concerning any referral or authorizations associated with this policy. |
| deactivation reason |
The reason for deactivating this insurance, for example, "changed employer." |