4. Step 2: Insurance
The Insurance page shows you a list of all insurance policies associated with the patient. You can review a patient's active and expired policies. You can edit, add, move, delete, or expire any policy.
 | Insurance Policy Manual |
|---|---|
For a complete manual on the insurance policy pages in Partner, read Managing Insurance Policies. A brief description of the page and how to use it is below. |
4.1. Reading the Insurance Screen
The second page of checkin looks like this:
At the top of the screen is a list of all insurance policies for this patient. The list shows the copay, company name, and certificate and group numbers. Complete details about the selected policy are shown at the bottom of the screen.
Use the arrow keys to select a policy on the screen. Once you have selected a policy, full details appear at the bottom of the screen. You can then use the function keys to make changes to the selected policy or insert a new policy above it.
If a family has a long history of changing policies, you can use [F2 -- Scroll Backward] and [F3 -- Scroll Forward] to view the rest of the policies. If you use Larger Partner Windows, you will be able to see more policies at once.
4.2. Function Keys on the Insurance Screen
From this screen you can edit, add, move, delete, or expire insurance policies on the patient's guarantor account.
- [F1 -- Next Step]
Press F1 to save any changes and move on to the Balance and Copay page.
- [F2 -- Scroll Backward] and [F3 -- Scroll Forward]
Press F2 and F3 to move up and down through a large list of insurance policies. Normally you can use the arrow keys to move among the listed policies, but if the account has more old policies than will fit on the screen, you can use F2 and F3 to scroll through the list.
- [F4 -- Edit Policy]
Press F4 to edit the currently selected insurance policy. The bottom section of the screen will shift to show you fields for editing the policy.
- [F5 -- Insert Policy]
Press F5 and follow the prompts on the screen to insert a new insurance policy. While adding a policy, you will see options for copying a recently edited policy from a family member and for inserting the new policy to all family members.
- [F6 -- Move Policy]
Press F6 to move the currently selected policy up or down within the list of policies. Expired policies will still auto-sort below active policies, but you can control which active policy is primary or secondary.
- [F7 -- Delete Policy]
If you created a new policy by mistake, you can press F7 to delete it. You will be shown a confirmation screen to make certain you really wish to erase the plan from the account's records.
- [F8 -- Expire Policy]
Press F8 to expire the selected policy. The screen will switch to allow editing, and the cursor will move to the "End" date field. After expiring a policy, the screen will offer to expire the same policy for patients who share a guarantor with the current patient.
- [Page Down] and [Page Up]
Press Page Down to continue to the Balance and Copay screen. Press Page Up to go backward to the Demographics screen. All changes on this page will be saved. If you do not wish to save changes, you should press F12.
| Insurance Policy Manual |
|---|---|
As stated above, for a complete manual on the insurance policy pages in Partner, read Managing Insurance Policies, especially if the above summary does not answer your questions. |