We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

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