Insurance Selection in the Coverages Module
When selecting a patient's insurance in the Coverages module, you want to be able to find the correct carrier and not make duplicate insurance company records.

When entering a new Coverage record for a patient, and you do not know the Ins Code, clicking on Pick List gives you the dialog below.



If you cannot find the carrier you want from the dialog above, which is located in the Coverage module, click on the Insurance Module button. This brings forward the pick list shown below.


Since you could not find an insurance using selection dialog in Coverages, it is best to click the Entry button at the top of the list and perform a typical find. Click the Find button and the dialog below appears.

• The Insurance Name field is for any part of the name
• If you know the Insurance Code enter it
• If you have the patient's insurance card and there is a phone number on it, enter that number in the Any Phone or Fax field.
• In Address(partial OK) enter any part of the address. If you have the post office box number, enter it here to search on. For example, if the address on the insurance card is "Post Office Box 7739", then enter just "7739" and click Find.
  

If more than one record matches your request you get the same list view as shown above. If one record matches you are shown that single record.

Because you came to the Insurance module from Coverages, PracticeMaker® remembers that you want to select an insurance. Once you find the insurance, return to the Coverages module (just click the Go button) and you get the dialog below.

• If you want to use the selected insurance (its name appears in the dialog) click OK.
• If you want to try to find another, click Try again.
• To return to Coverages without selecting this insurance, click Cancel.