How do I mark a patient's insurance as expired, and where does it show?
Quick answer: In the patient's Insurance section, open the action menu on an insurance and click Mark as Expired. Expired insurances stay visible on the Patient Profile and patient search but are hidden from claims, payments, and scheduling.
Who this is for: Front desk and billing staff who manage patient insurance records.
Before you start, you'll need:
A patient with at least one insurance record on file
Access to the patient's Patient Profile
Steps
Open the patient's Patient Profile and go to the Insurance section.
Find the insurance you want to update in the insurance table. The Status column shows either Active or Expired.
Open the action menu (the three-dot menu) on that insurance's row.
Click Mark as Expired.
Confirm when prompted. The insurance's status changes to Expired.
To reverse this, open the same action menu and click Mark as Active.
What you'll see when it works
The insurance's Status changes to Expired (shown in red), and its row is highlighted.
In the patient sidebar's Overview tab, under Insurances:, the insurance card shows a red Expired tag.
On the Patients list (Patients > Search), the Insurance column reads Expired Insurance (yellow/orange) — but only if all of the patient's insurances are expired. If the patient still has at least one active insurance, the column reads Has Insurance.
The insurance no longer appears as a selectable option when creating claims, posting insurance payments, or scheduling appointments.
Where expired insurance shows — and where it doesn't
Expired insurance still shows in these places (with an Expired indicator):
The Insurance table on the Patient Profile — status reads Expired and the row is highlighted
The patient sidebar's Overview tab, under Insurances: — red Expired tag on the insurance card
The Patients list (Patients > Search), in the Insurance column — reads Expired Insurance only when all of the patient's insurances are expired (otherwise it reads Has Insurance)
Expired insurance is hidden in these places (only active insurances appear):
Creating an insurance claim
Posting an insurance payment (mass payments and add-invoice)
The appointment preview and scheduled appointments views
The patient Follow Sheet (printed patient summary)
Troubleshooting
Why is an expired insurance not showing up when I try to create a claim or post a payment?
This is expected. Once an insurance is marked Expired, it is removed from the insurance options on claims, insurance payments, and scheduling. To use it again, open the action menu on that insurance in the Patient Profile and click Mark as Active.
Does Barti expire insurance automatically when the coverage end date passes?
No. Insurance status is set manually — staff mark an insurance Expired or Active using the action menu. [VERIFY: Confirm there is no automatic/eligibility-driven expiration anywhere; code review found only the manual Mark as Expired / Mark as Active toggle and no date- or eligibility-based logic.]
A patient has an expired insurance, so why does the Patients list still say "Has Insurance"?
The Insurance column on the Patients list reflects the patient overall, not each individual policy. It reads Expired Insurance only when every insurance on the patient is expired. As long as the patient has at least one active insurance, the column reads Has Insurance. To see the status of each individual insurance, open the patient and check the Insurance table on the Patient Profile or the Insurances: card in the sidebar's Overview tab.
I marked the wrong insurance as expired. How do I undo it?
Open the action menu on that insurance in the Insurance section of the Patient Profile and click Mark as Active. The insurance returns to Active and becomes selectable again.
Related articles
Adding Notes on Patient Insurance Records
How do I create an insurance claim in Barti?
How do I post an insurance payment in Barti using mass payments?