Activate/Inactivate an Insurer

In order to reduce the insurer list and narrow search results to only active insurers, you can designate insurers as Active or Inactive, and filter your search accordingly.

Note: Insurers that have been inactivated will display as Inactive in the Detail title bar.

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Insurers.
3. In the list, select the company to activate or inactivate.
4. Click the Options button below the button bar.
5. Select Activate/Inactivate File.