You can clear a coverage table that is attached to an insurance plan so that you can create one from scratch (not recommended) or to create one from a template or another insurance plan.
Important: Clearing an insurance plan's coverage table affects all patients covered by that insurance plan.
To clear a coverage table
How to get there
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From the Patient menu, under Insurance, select Insurance Information.
The patient's Insurance Information page displays.
Tip: You can also access the Insurance Information page from the patient's Overview page > Insurance widget.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
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ClickTap an insurance plan.
The options for editing insurance information display.
How to get to there
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From the Home menu, under Insurance, select Carriers.
The Insurance Carriers page displays.
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Select an insurance carrier.
The options for editing the insurance carrier display.
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Under Plans/Employers, select an insurance plan.
The options for editing the insurance plan display.
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Complete one of the following:
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While viewing an insurance plan that is attached to a patient's record, clicktap Coverage Table.
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While viewing an insurance plan that is associated with a specific insurance carrier, clicktap Coverage Table.
The Coverage Table window displays.
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ClickTap Clear Coverage Table.
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When prompted to confirm, clicktap Clear.
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