Permissions: You must have Billing Permissions.
If a Client has two active Insurances (Insurance A and Insurance B). Insurance A is saved as the Primary Insurance and Insurance B is saved as the Secondary Insurance. When Insurance B is changed to be the Primary then Insurance A will automatically be changed to secondary.
- Locate Client and open Client Profile.
- Click Bill To & Insurance Info tab.
- Click Edit for appropriate Insurer.
- Change the Insurance Type.
- Click Save button.