Deleting third-party plans

You can delete a third-party plan, that you no longer want to have attached to a third party, if that plan is not attached to any patient's record.

To delete a plan

How to get there

On the Home menu, under Third-Parties, click (or tap) Third-Parties.
The Third-Parties page opens.

On the Third-Parties page, select a third party.
Tip: To help you locate a third party quickly, in the Filter box, enter part or all of a third party's name to filter the third party list so that it displays only those third parties that match what you enter.
The options to edit the third party become available.
Under Plans, select a third-party plan.
Tip: To help you locate a plan quickly, in the Filter box, enter part or all of the plan name to filter the plan list so that it displays only those plans that match what you enter.
The options for editing the third-party plan become available.
Click (or tap) Delete.
A confirmation message appears.
Click (or tap) OK.