Manage the Insurance Tab

Insurance benefit plan information displays in the Patient Info window > Insurance tab. Information located under the Benefit Plan section affects all subscribers to the policy; information located under the Policy Information section affects only the individual subscriber.

To manage the Insurance tab:

  1. Select a patient and open the Patient Info window > Insurance tab.
  2. Select an insurance plan entry to review the plan’s details in the upper fields.

  3. To perform another task, complete any of the following:

    1. Click Ins. Details... to display the Insurance Company window.

      2. Note: If the plan is a Trojan plan, click Trojan Details.

      Tip: You can also double-click a listed entry.

    1. Next to the Insurance field, click Coverage... to display the Linked Coverage Template or Benefit Plan Coverage window.

      2. Note: The window that opens depends whether the benefit plan is linked to the patient record.

    2. Review the listed procedures and the percentage covered.

    1. Select the Show Deleted checkbox to show deleted plans in gray.

    1. Complete the fields as necessary and click the Add a new Record () icon.

    Note: If you edit insurance information on a patient record, the changes are reflected on any dependent patient records.

    1. Modify the fields as necessary and click the Modify Record() icon.

      2. If you added changes to the Benefit Plan Information section, a warning cautions that your changes will affect all subscribers.

    2. Click Yes to continue and confirm your changes.

      3. Note: If changes must be reflected in previously created claims, treatments will need to be rebilled using the updated coverage information.

    1. Click the Delete Record () icon.
    2. When prompted, click Yes to confirm your deletion.