When a patient completes the Insurance Survey, they may report the incorrect payor if the payor has different names or different plans than what appear on their insurance card. 

When this happens, you can Duplicate the insurance policy to easily update their policy information with the correct payor. 

 Here is how to duplicate an insurance policy: 

1. Navigate to and open the patient's insurance policy.

2. At the bottom of the policy click the Duplicate button.

This will create a duplicated policy where you can now select the correct payor, but keep all other policy details: 

Update the payor and click Save to save the new policy! 

Duplicate the policy will also mark the original policy as Inactive - but you can also delete the policy if appropriate.