Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Modifying a Patient Insurance Record

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

Overview

This page will instruct on how to edit a patient's insurance record.


Once an insurance policy has been attached to a claim it cannot be modified. Instead a new policy should be created, see Creating a New Insurance Record, and the old policy needs to be changed to inactive, see Making an Insurance Record Inactive.

Modify an Insurance Record

Click the Edit record button . Fields that can be edited include: 

  • Name of the insured
  • Sex of the insured
  • DOB (Date of Birth) of the insured
  • Relationship of the patient to the insured (i.e., child,mother, father, spouse, self)
  • Insurance Carrier
  • Subscriber ID
  • Group number
  • Co-Pay Obligation(s) 
  • Effective Date
  • Terminated Date
  • Status

Insurance Tab: Modify Insurance

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

Overview

This page will instruct on how to edit a patient's insurance record.


Once an insurance policy has been attached to a claim it cannot be modified. Instead a new policy should be created, see Creating a New Insurance Record, and the old policy needs to be changed to inactive, see Making an Insurance Record Inactive.

Modify an Insurance Record

Click the Edit record button . Fields that can be edited include: 

  • Name of the insured
  • Sex of the insured
  • DOB (Date of Birth) of the insured
  • Relationship of the patient to the insured (i.e., child,mother, father, spouse, self)
  • Insurance Carrier
  • Subscriber ID
  • Group number
  • Co-Pay Obligation(s) 
  • Effective Date
  • Terminated Date
  • Status

Insurance Tab: Modify Insurance