Patient Entry - Assigned Insurances Area

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Use the Patient Entry - Assigned Insurances 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. The table following the window example describes the Patient Entry - Assigned Insurances Area for Patient Entry at the Insurance Window.

Notes:

The Assigned Insurances Area is the left column of the Patient Entry - Insurances Window.
To assign an insurance to a patient, see the Patient Entry - Insurance Entry Area.

Directions:

To display the Assigned Insurances Area, open the Insurance Window.

Tip: For details about opening windows, refer to the Patient Reference Panel.

Assigned Insurances Area Window Example:

Patient Entry - Assigned Insurances Area Prompts Tip: To see more information about a field, click the hyperlink for that field .
Insurance 1	Displays either Insurance 1 or the Insurance Code of an insurance assigned to the patient. Entry options: To assign an insurance to a new patient, click Insurance 1 in the Assigned Insurance Area. Or, to search for the Insurance Code to assign as the patient's insurance, double-click Insurance 1. Tip: To maintain assigned insurances, see the Recycle Bin, Archive Insurance, and Up/Down arrows prompts below. Note: If an insurance is assigned to a patient, the Insurance 1 field label is replaced with the assigned Insurance Code.
Insurance 2	To assign a second insurance to a patient (if applicable), click Insurance 2 in the Assigned Insurance Area.
Insurance 3	To assign a third insurance to a patient (if applicable), click Insurance 3 in the Assigned Insurance Area.
Insurance 4	To assign a fourth insurance to a patient (if applicable), click Insurance 4 in the Assigned Insurance Area.
Insurance 5	To assign a fifth insurance to a patient (if applicable), click Insurance 5 in the Assigned Insurance Area.
Insurance 6	To assign a sixth insurance to a patient (if applicable), click Insurance 6 in the Assigned Insurance Area.
	To remove an insurance assigned to the patient, drag the patient's Insurance Code to the Recycle Bin.
	An alternative to removing an insurance is to save an insurance to the archive. Drag the patient's Insurance Code to the Archive Insurance icon, which looks like a file cabinet. Notes: You cannot archive an insurance if there is a balance for the patient. To see a list of archived insurances in the Insurance Archive Window, click the Archive Insurance icon. To revert to a view of the policy holder addresses, click the Archive Insurance icon, again. To move the insurance out of the archive, click to highlight the line for the insurance that you want to move and drag it back to the desired Insurance 1-6 location.
	To re-arrange the order of the patient's insurances, click the UP and Down Arrows located beside the Insurance Code List. Click the Insurance Code to be re-arranged and click the appropriate arrow to move it. Tip: Use these arrows to quickly re-arrange the order of the patient's insurances if their insurance coverage changes. For example, if the patient has a new primary insurance, add that insurance information in Insurance 2, 3, or 4 and then use the arrows to move that information to Insurance 1.