Copying Insurance Information From a Family Member

Version 14.19
Path: Smart Toolbar > Insurance Button
Path: Smart Toolbar > Register Button > Insurance tab

Overview

This page will instruct you on how to copy a sibling's insurance record. 

Copying Insurance Information

  1. Click the Insurance tab .
  2. Click the Insert Record button .
  3. Click the Copy button . 
  4. Click on the Family buttonand select the sibling to copy from.
  5. Click the Copy Record button.
  6. Select the policy to copy.
  7. Click the Copy Record button .

Copying an Insurance Record: Copy Policy


When you use the Copy From function, remember to check the patient insurance ID numbers. Some insurance companies issue the same ID number for all family members, while other insurance companies issue separate ID numbers for each family member.
  1. Click into the Ranking column, choose one of the following ranking options.
  • P = Primary
  • S = Secondary
  • T = Tertiary
  • C = Clear

Copying an Insurance Record: Ranking

Version 14.10
Path: Smart Toolbar > Insurance Button
Path: Smart Toolbar > Register Button > Insurance tab

Overview

This page will instruct you on how to copy a sibling's insurance record. 

Copying Insurance Information

  1. Click the Insurance tab .
  2. Click the Insert Record button .
  3. Click the Copy button . 
  4. Click on the Family buttonand select the sibling to copy from.
  5. Click the Copy Record button.
  6. Select the policy to copy.
  7. Click the Copy Record button .

Copying an Insurance Record: Copy Policy


When you use the Copy From function, remember to check the patient insurance ID numbers. Some insurance companies issue the same ID number for all family members, while other insurance companies issue separate ID numbers for each family member.
  1. Click into the Ranking column, choose one of the following ranking options.
  • P = Primary
  • S = Secondary
  • T = Tertiary
  • C = Clear

Copying an Insurance Record: Ranking