Editing medical claim subscriber information

The Subscriber Information block displays the patient, subscriber, employer, insurance carrier, and group plan names. If you selected Release of Information and/or Assignment of Benefits in the Family File, "Release of Info" and/or "Assign of Benefits" appear in parentheses. If the patient has secondary insurance coverage, "Secondary Insurance" is also listed.

To edit medical claim subscriber information

1.   In the Ledger transaction log, double-click a medical insurance claim or pre-authorization estimate.

The Medical Insurance Claim or Medical Preauthorization Estimate window appears.

2.   Double-click the Subscriber Information block.

The Patient/Insurance Information dialog box appears.

3.   Select or clear Release of Information and Assignment of Benefits.

The Subscriber ID # is pulled into the claim automatically from the Family File.

4.   Click OK.