Quick Bar: Overview---Demographics---Insurance (More)---Credit_Messages---Balance_Detail---Workers'_Compensation---Patient_Specifics---Referral_Authorization---Recall_Logging---Appointments_List

Patient Entry - Insurance Window

Use the Patient Entry - Insurance Window to maintain and view the patient's insurance information and to assign insurances to patients.  The table following the window example describes the Patient Entry - Insurance Window.

Notes:

• For more information about working with data in fields, see Data Entry Guidelines.

• Insurance Codes assigned to the patient display in the left column called the Assigned Insurance Area.

• 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  Generally, insurances 4, 5 and 6 are reserved for insurances that had insured the patient, but are no longer in force (for example, maintain expired insurances here).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.

• For even older insurances, you can archive them so they do not appear in Insurances 1 - 6.

• If you delete a patient's insurance, a credit message is maintained as an audit trail.

Directions:

To see directions for...

• Opening the Patient Entry - Insurance Window, click More.

   

  To open the Demographics Window:

  1. Enter the Account Number.

  2. Click Insurance in the Menu Tree.

  Tip:  For details about loading patients and opening windows, refer to the Patient Reference Panel topic.

   

• Assigning an insurance to a patient, click Here.

• Editing Patient Insurance information, click More.

   

   CAUTION!  If you forget to click Save, you may lose your changes.

  1. To display the record to be changed, enter the patient Account Number, click Patient Load or press [ENTER] if the button is in focus and next, click Insurance from the Menu Tree.
     Tip:  If you do not know the patient Account Number, you can click Search to see a list of patients.
     Keyboard shortcut:  [ALT] [f] [r]

  2. The patient's primary Insurance Code is highlighted in the left column (Assigned Insurances Area).  To edit existing patient insurance information, click the desired Insurance Code in the left column.

  3. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  4. Enter the data changes.

  5. To complete the edit process, click Save or press [ENTER].
     Keyboard shortcut:  [ALT] [f] [s]

• Understanding the Insurance Window areas, click the area or field name in the table below:

Tip:  To see detailed instructions for each section or field name, the cursor becomes a hand when you position the cursor over the field or section.  Click once to display the associated topic.

Insurance Window Example: