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Delete a Client Insurance

Updated over 11 months ago

How to delete a client's insurance information. Most beneficial if the client's policy was not active at the time of the incident, or the wrong information was collected initially.

  • Navigate to the Client Tab in the open case.

  • Scroll to the insurance you want to delete.

  • Click the arrow on the right side of the desired insurance’s row.

  • Click Delete.

  • A pop-up window will appear and remind you that you cannot undo this action.

  • If you still want to delete the insurance, click Delete.

  • The insurance you deleted will no longer be visible on the Client Tab.

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