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  • Sara

    Hi Tatiana,

    To delete a manually entered insurance payment, you can follow these steps:

    1. In the top right-hand corner, click More.
    2. Click Delete Payment, then click Delete Now.

    Once done, the manually entered insurance payment will be removed for this client and will be reflected in the Billing Overview section of their profile. For more information regarding editing and deleting insurance payments, please refer to this Help Center guide: Editing or Deleting Insurance Payments.

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