Overview

The Update Person page provides details on the person (patient) selected.

It is comprised of 4 tabs:

The Insurance tab is used to record insurance information for the patient, guarantor, or subscriber.

There are two sections to the page: Active Insurance and Inactive Insurance.

How to Get Here?

Via Account:

From the Act: [ID] / Patient List tab:
  1. From the Act: [ID] / Patient List tab, click the Patient List tab.
  2. Select a patient and click Update. The Update Person window opens.
  3. Click the Insurance tab.

Via Case:

From the Case: [ID] / Patient, Guarantor & Insurance tab:
  1. From the Case: [ID] / Patient, Guarantor & Insurance tab, click the  in the Patient field. The Update Person page opens.
  2. Click the Insurance tab.

OR

  1. From the Case: [ID] / Patient, Guarantor & Insurance tab, select an insurance in the Insurance table.
  2. Click Update. The Update Insurance window opens.
  3. Click the  in the Subscriber Name field. The Update Person page opens.
  4. Click the Insurance tab.

Via Person:

From the People Page:
  1. From the People page, select the person record to update.
  2. Click Update. The Update Person window opens with the Person Information tab displayed.
  3. Click the Insurance tab.

 

 



Field Definitions

Field

Type

Required 

Description

Rank 

Display Only

(pulled from created/updated Insurance)

Yes

The order in which the payer has financial responsibility when there is more than one payer, for example, primary, secondary, tertiary 1, and tertiary 2. Each payer is identified by a number from 1 to 3, indicating the rank of the payer. The following numbers are used:

  • 1 - The payer is the primary insurance
  • 2 - The payer is the secondary insurance
  • 3 - The payer is the tertiary insurance 
Payer 

Display Only

(pulled from created/updated Insurance)

YesThe name of the company that owns the plan to which claims are submitted.
Plan 

Display Only

(pulled from created/updated Insurance)

Yes

The name of the plan to which claims are submitted. 

Subscriber ID 

Display Only

(pulled from created/updated Insurance)

YesThe identification number of the insurance owner.
Member ID 

Display Only

(pulled from created/updated Insurance)

Yes

The unique number issued by the payer to identify the patient who participates in a group plan.

Member IDs and Subscriber IDs can be the same or a different number based on whether the insurance company issues separate number to identify its participants. The member identification number is used by some payers to differentiate between the employee and the participating dependents, for example 00 might identify the employee and 01 might identify the spouse of the employee.

Group ID 

Display Only

(pulled from created/updated Insurance)

NoThe unique number issued by the payer to the owner of the insurance policy.

Button Descriptions

Button

Shortcut

Description

Step by Step Guides

Active Insurance Section


Add[Alt] + [A]To enter the details for the patient's insurance.Adding Insurance
Edit [Alt] + [E]To modify the details for the patient's insurance.Editing Insurance
Expire [Alt] + [X]Moves the payer from Active Insurance to Inactive Insurance. Option is used to expire insurance coverage when it is no longer valid for a patient.Expiring Insurance
Inactive Insurance Section 


Reactivate [Alt] + [R]Make the insurance active for billing and updating. Moves the payer from Inactive Insurance to Active Insurance.Reactivating Inactive Insurance


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