Insurance plans have so many variations and exceptions, it can be hard to keep track of them all. However, many plans have similar exceptions. In Ascend Academic, you can create a custom coverage table template that will represent a bulk of your standard exceptions. Applying a template to a new plan relieves you of the work of building a completely new coverage table every time you add a new plan.
Watch this video to learn how to create a percentage-based insurance coverage table template. (Duration: 5:15)
Additional Information
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Coverage table templates are shared by the organization, so they do not need to be created multiple times.
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Changes made to the coverage table stand out in bold text until you save them.
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You must have the Manage coverage tables user right permission set to create and edit coverage tables.
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Once you pull a template into an insurance plan, you can continue to edit the table without affecting the template.
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For more information, see Editing coverage tables in the knowledge base.
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