Finding Records
If you ever need to find a list of
patients with a specific
insurance, or any other related insurance information, you do it from
this
module. Click the Find
button at the top of this screen, to get the Find
Dialog below. You can search
by the insurance code or any of the other fields
available on this screen.
Do not
use this system to look up a
specific
patient’s insurance information. For this, find the patient’s
record in the Patients
module and click on the insurance to review! In the example below, all patients with
Blue Shield insurance were found, even those that
no longer use
it as a viable insurance (on Ms. Hill’s records the Order
of insurance’s shows a 99, which means the insurance information
is being saved but not billed).
Finding Active
insurance records
In the example above, we found all
insurance records for
AARP, even those that were not “active”. If instead we wanted to
find patients using AARP as an active
insurance (Billing Priority of 1, 2 or 3), you must check off Active
insurances only! , As in the
example dialog shown below.
Working with Found Records
After you have found the records
you want, you can sort
by any of the underlined columns.
Printing the List
To print the list simply click the
print list button and
complete the print setup and print dialogs.
Exporting
the found set
The found set of insurance records can be
exported to
the Forms Module so you can do a mailing. This comes in handy for
example, if
you intend to drop the insurance and want to let those patients know.
Other information on entering new
insurances, subscribers
and guarantors can be found in the Patients chapter!