Use this task to modify insurance information.
Step | Instructions | Additional Information | |
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1 | From the Create Account / Insurance tab, Create Person / Insurance tab, or Case: [ID] / Patient, Guarantor & Insurance tab, select the insurance to be modified. | ||
2 | Click Update. The Update Insurance window opens. 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. |
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4 | Open the Insurance Plan drop down list and select the plan providing insurance coverage. |
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5 | Open the Subscriber Type field and select the subscriber type. | ||
6 | Open the Subscriber Name drop down list and select the subscriber. |
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7 | Enter the number issued by the payer for the person covered by the plan in the Subscriber ID field. | ||
8 | Enter the number issued by the payer for the person covered by the plan in the Member ID field. | ||
9 | Enter the number issued by the payer that identifies the company participating in the plan in the Group ID field. | ||
10 | Open the Patient Relationship to Subscriber drop down list and select the relationship of the subscriber to the patient. |
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11 | Select the Coverage Confirmed checkbox if the insurance has been verified. | ||
12 | Enter the insurance Effective Date. | ||
13 | Enter the insurance Expiration Date. | ||
14 | If applicable, add referral numbers:
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15 | Click Save to save and close the window. |