You can update a subscriber's ID and signature-on-file preferences for a medical insurance plan.
Notes:
Changing the subscriber information for a plan affects all family members who are covered under that plan.
Accessing a patient's insurance information and changing the subscriber information for a plan require the "Patients, Edit Insurance Information" security right.
To change the subscriber information for a medical insurance plan
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.
Select the Medical Insurance tab.
In the Coverage Order list, select a plan.
Under Plan Information, change any of the following subscriber options:
Subscriber Id # - The subscriber's ID number. The maximum length is 30 characters. According to the organization setting to require "Subscriber ID," the subscriber ID may be required.
Signature on File - Select or clear the following checkboxes:
Release of Information - With this checkbox selected, the words "Signature on File" prints on insurance claims, indicating that the subscriber authorizes the release of information.
Assignment of Benefits - With this checkbox selected, you authorize payments to be sent directly to the provider instead of the subscriber.
Important: If your office accepts assignment of benefits from insurance carriers, you must select the Assignment of Benefits checkbox; if you do not, insurance checks will be mailed to the subscriber, not the office.
Click OK.
If the insurance plan is attached to more than one person in the family, a message appears, reminding you that any changes will affect the subscriber and all covered family members; otherwise, ignore the next step.
Click OK.