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  • Sara

    Hi Coleen,

    If you need to delete an insurance payment, here are the steps to follow:

    • Navigate to Billing > Insurance.
    • Click the Payments tab.
    • From here, you can select the insurance payer from the All Insurance Payers dropdown box and use the date range to filter by the payment date.
    • Click the blue link on the insurance payer's nam, to navigate to the Insurance Payment page.
    • To delete the insurance payment, click the three dots and select Delete Payment.
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