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Delete a Health Insurance
Updated over 6 months ago

How to remove a health insurance contact from a case.

  • Go to the Health Insurance Tab in the open case.

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  • Find the health insurance information you want to delete.

  • Click the arrow at the end of the desired health insurance row and select Delete from the drop-down menu.

Screenshot 2023-10-10 at 2.46.32 PM.png
  • A pop-up window with a warning will appear.

  • Click Delete.

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  • The deleted insurance will no longer be visible.

  • NOTE: The contact itself is not being deleted, only the contact from the case.

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