How to Remove an Insurance from Being a Default Payer

In this article, we’ll explain how to remove an insurance from being set as the default payer for a client in Pabau. This can help ensure that invoices are billed to the correct party, especially when a client has multiple payers on file.

Step 1: Navigate to the Client Card

Log in to your Pabau account  and search for the client using the search bar at the top. Click on the client’s name to open their client card.

Step 2: Access the Relationships Section 

Once inside the client card, navigate to the avatar menu on the left side of the screen. Click on the second dot to open the Relationships section, where you can view all linked contacts such as insurers, family members, or other third-party payers.

Step 3: Identify the Default Insurance

After accessing the relationships, look for the insurance marked as the default payer. It will be clearly highlighted in green and display a debit card-style icon.

Step 4: Remove the Default Payer

Hover over the green icon to reveal a tooltip saying “Click to remove from default payer.” Click the icon, and a confirmation prompt will appear.

Click ''Confirm'' to remove the insurance as the default payer. 

After confirmation, the icon will turn from green to gray, showing that it is no longer the default insurance.

By following these steps, you can easily manage or update who is responsible for covering a client’s charges, ensuring accuracy in your billing process.