You can backdate the start date of a patient's insurance coverage if, for instance, the patient provides you with their insurance information after their visit.
To backdate the start date of a patient's insurance coverage
How to get there
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From the Patient menu, under General, select Overview.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
The patient's Overview page displays.
How to get there
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From the Patient menu, under Insurance, select Insurance Information.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
The patient's Insurance Information page displays.
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Complete one of the following:
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On a patient's Overview page, the Insurance widget displays the patient's insurance plans. ClickTap an insurance plan's link.
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On a patient's Insurance Information page, select an insurance plan.
The options for editing insurance information become available.
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Change the Coverage Start date to reflect the correct date and clicktap Save.
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