Delete a Health Insurance

How to remove a health insurance contact from a case.

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

• 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.

• A pop-up window with a warning will appear.
• Click Delete.

• The deleted insurance will no longer be visible.
• NOTE: The contact itself is not being deleted, only the contact from the case.