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Modifying a Patient Insurance Record

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

Overview

In this article, you will learn how to edit a patient's insurance record.

Note: 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