Insurance information

Whenever you enter a new family member, the head of household's insurance coverage is assigned automatically to the new family member. A patient's insurance coverage appears in the Insurance Information block of the Family File window.

The View Med button in the Insurance Information block toggles back and forth between View Med and View Dent to allow you to view both medical and dental coverages for the patient. The button does not appear if the patient does not have medical insurance.

The View Sec button in the Insurance Information block toggles back and forth between View Sec and View Prim to allow you to view both the primary and secondary insurance information from the Family File. The button does not appear if the patient does not have secondary insurance coverage.

For more information on managing your patients' insurance plans, please refer to the following topics:

Entering a new insurance plan

Assigning insurance to subscribers

Assigning insurance to non-subscribers

Assigning secondary insurance to subscribers with dual coverage

Assigning secondary insurance to non-subscribers

Assigning medical insurance to subscribers

Changing insurance carrier information

Setting up provider IDs

Adding provider IDs

Changing provider IDs

Deleting provider IDs

Clearing provider IDs

Copying provider IDs

Editing insurance claim information

Switching primary and secondary coverage

Entering incentive plans

Setting up PPO insurance plans

Checking insurance eligibility

Deleting duplicate insurance carriers

Clearing insurance coverage