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New Insurance Plan with Same Employer

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Employer/Insurance information is entered on the Patient Information screen.

Follow these steps if the patient has a new insurance plan with same employer:

Also use this option if you are not sure if the insurance company has been changed for all patients with this employer.

Note: The Supervisor can assign rights modify employer, insurance and group linking when setting up login names and passwords.

  • Go to the Patient Information screen.
  • Click on the  Link icon on the Group Plan section (right side). This will open the Select Insurance Plan screen, which will contain any insurance companies and group numbers that have already been linked to this employer. If the group plan you need is already listed, just click to select and click [OK].
  • To add a new plan, click on the  Link icon in the toolbar on the Select Insurance Plan screen to open the Insurance Company List. The patient’s existing insurance company is highlighted. You can add a new insurance company or select an existing one from the list. For example, you may need to select the same insurance company again to add a new group plan for the same insurance company. Click [OK] to continue.
  • The Group Plan List will open, which will contain all group plans that have already been linked to the selected insurance company. You can select an existing group plan from the list and click [OK], or you can click on the  New icon in the toolbar to add a new group plan for the insurance company.
  • Click [OK] on the Select Insurance Plan list to add the highlighted plan to the patient. MOGO will let you know that the new plan has been linked.

If insurance coverage is removed or changed, MOGO will save the user login name, as well as the date and time, in the patient’s Notes for future reference. Information regarding the original and new coverage, such as the subscriber, employer, insurance company, and group number, will also be saved in Notes.

Note: The Supervisor can assign rights modify employer, insurance and group linking when setting up login names and passwords.

Information is saved in Notes if you do the following:

  • If you click on the  Unlink icon at the Employer field and select Replace.
  • If you click on the  Unlink icon at the Employer field and do not Replace.
  • If you click on the  Link icon at the Plan field on the Patient Information screen and select a different insurance company.
  • If you connect insurance coverage from a non-family member through the Family Table.
  • If you delete an insurance company.

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