Review Log of Patient Insurance Policy Changes

When your practice updates a patient’s insurance policies (see how), your PCC server automatically keeps a log of what was done, when it was done, and by whom. You can use the Policy Log (policylog) program to review a log of all changes ever made to a patient’s insurance policies.

If an insurance policy was accidentally deleted or changed, you can run policylog to review the patient’s past insurance records. You can also review exactly when a policy was added to a patient’s record, which may help explain a billing problem.

Run Policy Log

Policy Log is a program that runs in the Partner, Practice Management interface. There are two ways to run policylog:

• You can run policylog while viewing a patient’s policies in Partner. First, press the right arrow key:

  

  Next, press F4 – Policy Log.

  

• You can also run policylog as a stand-alone program, either from a command prompt or from a custom entry in your Partner Windows. Contact PCC Software Support for more information.

How to Read Policy Log

The policy log is a list of entries that describe changes made to a patient’s policy record. The entries are displayed in reverse-chronological order, with the most recent changes listed at the top.

You can press Page Down and Page Up to scroll through the entries page-by-page, or press the down and up arrow keys to scroll through the list one line at a time.

Each entry in the log describes one action. For each action, policylog displays a header with the user who made the change, the date and time the change occurred, and a description of the change.

The header shown above indicates that the user “guest1” added a new primary policy on Friday, April 6th, at 5:37pm.

The body of each entry shows the details of the policy affected by the change.

The primary policy that guest1 added was a BCBS policy with a $15 copay.

More Complex Changes: When a plan is moved or modified in some way, the body of the entry will include a “Before and After” section to show the change that was made:

In the example above, guest1 changed the certificate number on the BCBS plan from 333333333 to 444444444. The policy’s start date was also changed from 1/01/2007 to 3/01/2007.

Modified or Expired?: Policy expiration is shown in policylog with a “MODIFIED” header. When you expire a policy, policylog records that as a modification.

Search the Log of Insurance Policy Changes

If a patient’s insurance record has been changed several times, it can be difficult to find specific information. Press F8 – Search Pattern to perform a search.

After typing a search term, press Enter. The results of your search will be highlighted and the screen will automatically scroll to the first search result.

Press F7 – Search For Next to jump to the next result.