Update Patient Insurance Policies

Use the “Policies” component to add, update, and work with a patient’s insurance policies and medicaid plans in PCC EHR.

Watch a Video: You can also watch a short video that teaches you how to update insurance policy information for a patient: Review and Update Patient Policies

Review Policy Information

By default, the Policies component appears on the Demographics screen, and your practice can add it to chart notes, phone notes, or other PCC EHR ribbons.


The patient’s primary policy appears at the top, with a “1”, and any secondary or tertiary policies appear as well. By default, you’ll see active policies, but you can also review expired policies using the “Display” feature.

Click the disclosure triangle to see full policy information.


Policies in Partner

You can review and update patient insurance policies in either PCC EHR or in the Partner practice management system.


For information on how to review, add, expire, and make other policy changes in Partner, read Update Patient Insurance Policies in Partner.

Add a Policy

When mom hands you a new insurance card, click the “Edit” button to enter Edit mode for the chart section, and then click “Add Policy”.



Next, enter policy information. PCC EHR will search for a matching insurance plan as you type.

Autofill Subscriber Information: PCC EHR will attempt to fill in the appropriate account information for the policy, based on the patient’s bill payer account. Or, for a Medicaid-type plan, PCC EHR will automatically fill in the patient’s information. You can review and change the policy information before you save. Also, if a sibling already has the policy you are entering, you can optionally autofill policy information from their plan.

Remember to enter a Start Date and add an End Date, when appropriate. PCC knows to bill insurance plans based on these dates and the patient’s dates of service.

Click “Save” to save the policy.


After you create a policy, you can click “Edit Policy” to make changes.

Insurance Policies Shared Among Siblings

When you add or edit a policy for a patient who has siblings, PCC EHR will prompt you to update their policies as well.


You can deselect any siblings that will not have the policy, optionally enter different Certificate numbers, and click “Save” to add the policy to the sibling(s). Or you can click “Cancel” to skip adding the policy to siblings.

New Insurance Plans: When you add a policy to a patient, you pull from your practice’s official list of insurance plans, kept on your PCC system. That official list of plans is maintained in the Insurance Plans table in the Table Editor in Practice Management. For help making changes to your insurance table, contact your Client Advocate or read The Insurance Plan Tables.

Set Primary, Secondary, Tertiary and Medicaid Plans

When you edit patient policies, you can click and drag to move them to primary, secondary, and so forth.

The numbers by each active policy (1, 2, 3, etc.) will adjust for the new position on the list of policies.

PCC EHR will not allow you to move an expired policy into a primary position. It will also automatically sort Medicaid-type policies to the bottom of active insurance policies. The helpful “M” indicator for Medicaid plans will also help your practice when they need to select VFC status or make other decisions affected by Medicaid coverage.

Edit, Expire or Delete a Policy

While in Edit mode, double-click or select any plan and click “Edit Policy” to make changes.


If you click “Expire”, PCC EHR will pop yesterday’s date into the End Date field.


You can also manually change that date to whenever the plan expired. PCC uses Start and End dates to determine the responsible parties for a date of service.

PCC recommends you keep all old policies on a patient’s record. However, you can click “Delete” to delete a policy that was added to a patient’s record by mistake.


What if the policy has outstanding charges pending? PCC EHR alerts you, and prevents you from deleting that policy.

Check Patient Eligibility for a Policy

You can review patient insurance eligibility for all active policies in PCC EHR, with every visit, either during Patient Check-In or when charting the encounter.

Open the Insurance Eligibility component and check that the patient is validated for today’s visit.

Optionally, you can click a disclosure triangle to look at the Summary Report or Full Report from the insurance carrier. If you just updated or added a new policy, you may want to click “Request Eligibility” to request a new report from the carrier. You can then set a new Status, based on what you learn.

For more information about the Insurance Eligibility component, read Patient Insurance Eligibility with PCC.

Policies in pocketPCC

On your mobile device, you can review a patient’s policies in the Demographics section of the chart, or wherever the component appears.


  • Last modified: August 17, 2018