2. Review Insurance Policies
Many Partner programs have direct links to the Insurance Policies screen. For example, if you are at the first checkin screen in Partner, press [F1 -- Check Inscos] or Page Down to review insurance policies for the patient. The Charge Posting (chuck) program and the Patient Editor (notjane) also have links to the policy screen.
To quickly open the policy screen, simply run the Patient Editor (notjane), find a patient, and then press [F2 -- Edit Policies].
Policies are listed briefly at the top of the screen, and the details for the selected policy are shown at the bottom:
Press the up and down arrow keys to select any policy. Once you have selected a policy, full details will appear in the box at the bottom of the screen. If the list of policies is too long to fit on the screen, press [F3 -- Scroll Forward] or [F2 -- Scroll Backward] to review the entire list. Press the right arrow key to view additional plan notes for the selected policy.
When Reading the List of Policies, Remember:
If any subscriber details are blank, such as the name or address, Partner will generate claims using the information from the guarantor account. If the policy holder's address is the same as the guarantor's address, you do not need to re-enter the address on the patient's policy screen.
Unless it is expired, the first policy on the list is the patient's primary insurance. Policies are auto-sorted: expired policies are automatically moved below active policies, and Medicaid policies appear below active non-medicaid policies. You can arrange your active policies to set the primary and secondary insurances by selecting a plan and pressing [F6 -- Move Policy].
 | You should never delete an old, expired policy. There may still be outstanding balances due that company, or you may later need to know previous plan information for a patient. Instead, insert a new policy at the top of the list and expire the old policy. |