Patient Wizards - Insurances Area

Use the Insurance Entry Area to view the list of assigned insurances for the patient and to assign additional insurances to the patient. You can assign up to six insurances to a patient. From here, you can enter more insurance information by launching the Patient Insurance Wizard. The table following the window example describes the Insurances Area for the Patient Wizards.

Notes:

While the patient may have up to six insurances assigned to their account, insurances 4, 5 and 6 are informational only. They are not used during the billing process. Generally, insurances 4, 5 and 6 are reserved for insurances that had insured the patient, but are no longer in force (for example, maintain expired insurances here). To bill a charge to an insurance in insurance 4, 5 or 6, first move the insurance to insurance 1, 2 or 3.
To add or change insurances, you must click the Wizard icon next to the desired insurance number.

Tips:

To change the sequence of the insurances, drag the Insurance Code to a new position.
To remove an insurance, use the Patient Entry - Assigned Insurances Area.
To archive an insurance, use the Patient Entry - Assigned Insurances Area.
For general information about the Wizard menu, window layout, and navigation, see the Wizard - Introduction.
For more information about working with data in fields, see Data Entry Guidelines.

Patient Wizards - Insurances Area Prompts Tip: To see more information about a field, click the hyperlink for that field name.
Insurance 1 - 6	Displays the Insurance Codes and Names of the insurances assigned to the patient.
	To add or maintain an insurance, open the Insurance Wizard by clicking the Wizard icon.
	To display the previous step, click Back. Keyboard shortcut: [ALT + b]
	To display the next step, click Next or press [ENTER]. Keyboard shortcut: [ALT + n]
	To validate and save the data for all of the Wizard steps, click Finish. The Wizard window closes when the save is complete. Keyboard shortcut: [ALT + s]
	To close the Wizard without validating or saving the data, click Close.