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, updating deductibles and benefits allows for accurate insurance estimates.
To update a patient's deductibles and benefits
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under General, click (or tap) Overview.
The patient's Overview page opens.
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Insurance, click (or tap) Insurance Information.
The patient's Insurance Information page opens.
Do one of the following:
On a patient's Overview page, the Insurance box displays the patient's insurance plans. Click (or tap) an insurance Plan link.
On a patient's Insurance Information page, select an insurance plan.
The options for editing insurance information become available.
Click (or tap) Benefits.
The Deductibles and Benefits dialog box appears.
As needed, for the Current Year and/or Previous Year, enter 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.
Click (or tap) Save.
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