Deleting Insurance Plans and Eligibilities

This topic includes:

Inactivating and Deleting Insurance Plans

An insurance plan can be deleted from the system only if the following conditions are met:

It has not been used on an order.
It does not have any associated eligibilities. You can delete the eligibilities first, and then delete the plan. For more information, go to Deleting Eligibilities.

Plans that cannot be deleted can be marked inactive so they are not visible when creating orders.

On the top menu bar in Encompass, click Patients and select Search/Add patient.
Enter the patient's information and click Search.
Select the patient from the search results list or click + Patient to add a new patient.
The Demographics screen opens. If the Overview screen opens instead, click Demographics on the left-side menu.
On the left side of the Demographics screen, click Insurance.
The Insurance screen opens.
Locate the plan and do one of the following:
- Click the Delete icon.
- If the Delete icon is not available, deselect Active to inactivate the plan.

Deleting a VSP authorization that was pulled electronically through the VSP integration also deletes the authorization in the VSP system, making it invalid for pricing and billing.
You cannot delete an eligibility that has been used on an order.

On the top menu bar in Encompass, click Patients and select Search/Add patient.
Enter the patient's information and click Search.
Select the patient from the search results list or click + Patient to add a new patient.
The Demographics screen opens. If the Overview screen opens instead, click Demographics on the left-side menu.
On the left side of the Demographics screen, under Insurance, click Eligibility/Authorization.
Locate the eligibility to delete, and click the Delete icon in the Actions column.
For an explanation of the eligibility status icons, go to Viewing Patient Insurance Information.