Reviewing updated met deductibles and used benefits from an import

If your location has an Eligibility Pro subscription, and the met deductibles and used benefits for a patient's insurance plan have been updated due to a manual import, you can review the updates and then accept or reject them.

Notes:

• You can revert the updated values from an import back to their previous values within 30 days.

• Changing the deductibles and benefits for a patient's insurance plan affects the current patient and any of his or her family members who are covered by that plan.

• Changing the deductibles and benefits for a patient's insurance plan requires the "Edit Ins. Plan for Patient" and "Edit Ins. Benefits for Patient" security rights.

To review updated met deductibles and used benefits

1. Do one of the following:

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under General, select Overview.

        The patient's Overview page opens.

     On a patient's Overview page, the Insurance box displays the patient's insurance plans. Click (or tap) an insurance Plan link.

     

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under Insurance, click (or tap) Insurance Information.

        The patient's Insurance Information page opens.

     On a patient's Insurance Information page, select an insurance plan.

     

   The options for editing insurance information become available. If met deductibles and used benefits have been updated due to an import within the past 30 days, you will see a purple Benefits updates notification, which explains that you have 30 days to revert any updates. Also, the Benefits button is purple.

   

   Notes:

   • If 30 days have elapsed since updates were made, the purple highlights, icons, and revert options do not appear, and the updates cannot be reviewed.

   • If a second set of updates occurs before the first set of updates is reviewed and accepted, the first updates cannot be reviewed.

2. Click (or tap) Benefits (or the review changes link on the purple notification).

   The Deductibles and Benefits dialog box appears.

   

   When there are updates that need to be reviewed and accepted, the following appear:

   • A purple Updates notification appears at the top.

   • For each updated value, the box is purple and has an Update icon , and the previous value appears below the box.

3. Do one of the following:

   • To accept all the updated values, click Save.

   • To revert an individual value, click the corresponding Update (clipboard) icon. In the pop-up box, the updated and previous values appear. Click the Revert link. Repeat this for any other updated value that you want to revert. Then, click Save to save the reverted values and accept all the updated values that were not reverted.

   • To revert all values, click the Revert All Updates link in the upper-right corner. On the confirmation message that appears, click Yes. You are returned to the Deductibles and Benefits dialog box. To accept the reverted values, click Save.

   • To close the dialog box without accepting any changes, click (or tap) Cancel.

   If you click (or tap) Save, the purple notification and revert options disappear from the Deductibles and Benefits dialog box; also, on the Edit Plan page, the purple notification disappears, and the Benefits button is no longer purple.