You can update the required and met deductibles and maximum and used benefits for the current and previous years of a patient's insurance plan. Along with coverage tables, deductibles and benefits allow for accurate insurance estimates.
To update a patient's deductibles and benefits
How to get there
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From the Patient menu, under General, select Overview.
The patient's Overview page displays.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
How to get there
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From the Patient menu, under Insurance, select Insurance Information.
The patient's Insurance Information page displays.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
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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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ClickTap Benefits.
The Deductibles and Benefits window displays.
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As needed, for the Current Year and/or Previous Year, type or change any Met amounts for Deductibles and/or Used amounts for Benefits.
Note: Updating any Required deductible or Maximum benefit amount updates the deductibles and benefits for all patients who have this insurance plan attached to their records.
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ClickTap Save.
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