You can view a history of what insurance plans were added to, updated for, and removed from a patient's record.
Note: Accessing a patient's insurance information requires the "Patients, Edit Insurance Information" security right.
To view insurance plan history
With a patient or subscriber selected in Family File, double-click the Insurance Information block.
If applicable, do one of the following:
If the Password - Patients, Edit Insurance Information dialog box appears, user verification has been assigned to the "Patients, Edit Insurance Information" task. Do one of the following:
If your user account has been granted the "Patients, Edit Insurance Information" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patients, Edit Insurance Information" security right, have a user with permission temporarily override this restriction so you can access a patient's insurance information this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patients, Edit Insurance Information" security right. To have a user with permission temporarily override this restriction so you can access a patient's insurance information this one time, do the following:
On the message, click Yes.
In the Password - Patients, Edit Insurance Information dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Insurance Information dialog box appears.
Click View Insurance Plan History.
The Insurance Plan History dialog box appears.
To change which history entries are displayed, do any of the following:
From the Insurance Type list, select Dental or Medical.
From the Coverage Type list, select Primary, Secondary, Tertiary (dental only), or Quaternary (dental only).