Expiring Payor on Patient Account

There are three ways a 3rd party account expires or becomes Inactive.

1. Automatically, when the dollar amount or visit amount has been used up.
2. Manually, by putting an expiry date in.  NOTE: if there is an old expiry date but you wish to use this payor, DELETE the expiry date do NOT ADD in a future day, as ANY date is considered expired.
3. If the payor is no longer active and/or you would prefer not to see it on your main screen change 'Active' to 'No'.

Tip! Once a payor has been inactivated they can still be found in Patient Tracker -> Billing Details -> 3rd Party Payors, click [All] if necessary.

 

 Email help@chirosuite.ca or Call toll free at 855.509.1111 

 

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