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Use this task to modify insurance information.

Step-By-Step Guide

1

2

Click Edit or Update.

Note
The button name may vary depending on which tab is the starting point of the flow.

Update the relevant information via the applicable steps below...

3

In the Insurance Information section, open the Payer drop down list and select the company providing insurance coverage.

Note
Click to search for a payer.

4

Open the Insurance Plan drop down list and select the plan providing insurance coverage.

Info
The list of plans in the Insurance Plan drop down list are those associated with the payer selected in the step above.

5

Open the Subscriber Type field and select the subscriber type.

6

Open the Subscriber Name drop down list and select the subscriber.

Note

Updating this field varies depending on the option selected in the Subscriber Type field in the step above.

If Patient is selected for the Subscriber Type, the Subscriber Name field defaults to <new person> and cannot be updated.
If Some Other Person is selected for the Subscriber Type, the Search Person window opens to search and select the person.
If Organization is selected for the Subscriber Type, the drop down list of organizations opens for selection. Alternately, click to open the Search Organization window and search for the organization.

7

Enter the number issued by the payer for the person covered by the plan in the Subscriber ID field.

8

Select the Coverage Confirmed checkbox if the insurance has been verified.

9

Enter the number issued by the payer for the person covered by the plan in the Member ID field.

10

(Optional) Enter the number issued by the payer that identifies the company participating in the plan in the Group ID field.

11

Open the Patient Relationship to Subscriber drop down list and select the relationship of the subscriber to the patient.

Note
This field is disabled if the Subscriber Type is set to Patient.

12

If applicable, add referral numbers:

At the Referral Numbers tab, click Add. A new line item is added to the table.
Enter the referral number in the Referral Number field for a specific treatment or series of treatments.
Open the Effective drop down and select the effective date for the referral from the calendar.
Open the Expiration drop down and select the expiration date for the referral from the calendar.
Enter the number of Allowed Visits authorized for the referral treatment.
Enter the number of Used Visits (completed) for the referral treatment.