You can delete an insurance carrier if that carrier meets all of the following criteria:
The carrier is not attached to any outstanding claims. A claim is outstanding if it is unsent, sent, or unresolved (in other words, it has not been paid). The carrier cannot appear on the outstanding claims report either. You must delete or pay any outstanding claims before you can delete the carrier.
The carrier does not have any insurance plans associated with it. You must first delete all the plans associated with that carrier before you can delete the carrier. (Remove the plans from the associated subscribers first.)
The carrier does not have any subscribers for any of the plans associated with it. You must first remove the plans associated with that carrier from all associated subscribers before you can delete the carrier.
If you delete an insurance carrier that was added to Dentrix Ascend from the list of supported carriers that Henry Schein Practice Solutions maintains, the carrier is removed from your organization's database but not from the list that Henry Schein Practice Solutions maintains.
To delete an insurance carrier
How to get there
From the Home menu, under Insurance, clicktap Carriers.
The Insurance Carriers page opens.
On the Insurance Carriers page, select an insurance carrier.
Tip: To help you locate an insurance carrier quickly, in the Filter field, type part or all of a carrier's name, plan/employer, or group number to filter the carrier list so that it displays only those carriers that match what you enter.
The options for editing the insurance carrier's information become available.
A confirmation message appears.