Assigning insurance to non-subscribers

You can assign insurance information to the insurance subscribers as well as non-subscribers in the family. When you are assigning insurance to patients who are not insurance subscribers, there are two rules to remember:

·        Insurance must be assigned to the subscriber before you can assign that insurance to another patient covered by the subscriber

·        Insurance subscribers must be part of the same family as the patient you are assigning the insurance to.

To assign insurance to a non-subscriber

1.   From the Family File, select a patient.

2.   Double-click the Insurance Information block.

The Insurance Information dialog box appears. Both the primary and secondary insurance information are displayed.

3.   Click the Subscriber search button.

A list of all subscribers and their insurances appear.

4.   Select the desired subscriber, and click OK.

All fields in the Insurance Information dialog box automatically show the subscriber’s insurance information.

5.   Verify that the Relation to Subscriber is correct.

6.   To return to the Family File, click the OK.