Review a Log of Patient Insurance Policy Changes

When your practice updates a patient’s insurance policies, your PCC server logs what was done, when it was done, and by whom.

You can use the under-the-hood Policy Log (policylog) tool 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.

Contents

1 Run Policy Log
2 How to Read Policy Log
3 Search the Log of Insurance Policy Changes

Run Policy Log

Policy Log is a program that runs in the 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 from a custom entry in your Practice Management 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.

Here are some related articles in Billing and Practice Management > Update Insurance Policies and Check Eligibility:

Check Patient Insurance Eligibility
PCC automatically checks insurance eligibility for all of a scheduled patient's active insurance plans, if the carriers support automated eligibility. You can use eligibility features in PCC to review and confirm eligibility for upcoming appointments. You can also review and re-check a patient's insurance eligibility status during Patient Check-In.
Merge Duplicate Patients and Accounts
If your office has created duplicate patients or family accounts, you may need to merge them. Merging two patients combines data and saves a single set of basic demographic information. Merging two accounts combines the account billing and charge data so that it appears all of it occurred under one account.
Add an Insurance Plan to Your PCC System
When a patient or parent brings in a new insurance card, you can update their insurance policies quickly and easily. However, what if the insurance plan is entirely new to your practice? Maybe it is an existing plan (like BCBS), but it has a new address, copay amount, or payer ID. Follow the steps in this article to add a new plan to your PCC system.
Insurance Tables Reference
This article is a reference to the Insurance Companies table and the Insurance Groups table used in PCC software. You can edit both tables in the Table Editor (ted), found in the Practice Management interface in PCC EHR. Insurance tables contain information about the insurance plans on your PCC system, which are used for billing and reporting.
Review and 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.
Review and Update Patient Insurance Policies
Learn how to review, update, and edit policies in PCC EHR.
Add and Configure Insurance Plans to Your System
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Check Patient Insurance Eligibility
Learn how to verify patient insurance eligibility with PCC.

Run Policy Log

How to Read Policy Log

Search the Log of Insurance Policy Changes

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