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