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The Insurance button accesses the insurance information in the Patient Chart.

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• Copy From: Copies a sibling's insurance record and attaches it to the patient’s insurance record (see Copying Insurance Information From a Family Member).

• Print: Opens the Patient Register Information Report window. This window prints the patient’s demographics from within the patient registration. Select the items to appear on the report before clicking the Print button.

• Self-Pay: Clears the primary insurance and marks the default payer as self-pay.

• Patient Responsibility Guarantor: Links the guarantor to the patient account. This is the patient or patient's contact (when the patient is a minor) who is responsible for the medical bills. 
• Statement Method: The method in which the guarantor will receive statements (mail, portal, credit card on file, hold).

• Edit Insurance Record (or Adding New Insurance Record): This tab contains the insurance policy status, subscriber, subscriber ID,  group number, group name, plan name, VFC eligibility, and patient responsibility information.
• Address/Employer: The Address/Employer tab contains the subscriber's address returned from the insurance carrier via validation.  It also is where you can enter the subscriber's employer or school address.
• Medical Benefits: The Medical Benefits tab is populated when insurance is validated using the Validation Feature. It displays benefit-specific information such as the office and lab capitation monthly amounts, PCP on file with the insurance payer, and assignment to Managed Care Organizations. All of this information is dependent upon the information that is made available by the clearinghouse/payer combination.
• Pharmacy Benefits: The Pharmacy Benefits tab contains the pharmacy insurance information including the patient's name, date of birth, gender, PBM name, policy number, group number, and plan name.

1

The Insurance button accesses the insurance information in the Patient Chart.

2

• Copy From: Copies a sibling's insurance record and attaches it to the patient’s insurance record (see Copying Insurance Information From a Family Member).

• Print: Opens the Patient Register Information Report window. This window prints the patient’s demographics from within the patient registration. Select the items to appear on the report before clicking the Print button.

• Self-Pay: Clears the primary insurance and marks the default payer as self-pay.

• Patient Responsibility Guarantor: Links the guarantor to the patient account. This is the patient or patient's contact (when the patient is a minor) who is responsible for the medical bills. 
• Statement Method: The method in which the guarantor will receive statements (mail, portal, credit card on file, hold).

• Edit Insurance Record (or Adding New Insurance Record): This tab contains the insurance policy status, subscriber (patient name), subscriber ID,  group number, group name, plan name, VFC eligibility, and patient responsibility information.
• Address/Employer: The Address/Employer tab contains the subscriber's address returned from the insurance carrier via validation.  It also is where you can enter the subscriber's employer or school address.
• Medical Benefits: The Medical Benefits tab is populated when insurance is validated using the Validation Feature. It displays benefit-specific information such as the office and lab capitation monthly amounts, PCP on file with the insurance payer, and assignment to Managed Care Organizations. All of this information is dependent upon the information that is made available by the clearinghouse/payer combination.
• Pharmacy Benefits: The Pharmacy Benefits tab contains the pharmacy insurance information including the patient's name, date of birth, gender, PBM name, policy number, group number, and plan name.