Insurance information

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

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

·        Changing insurance carrier information

·        Clearing insurance coverage

·        Editing insurance claim information

·        Switching primary and secondary coverage

·        Deleting duplicate insurance carriers