Updating the Insurance Plan from the Patient Transaction Screen
The insurance plan can be updated from the patient’s Transaction screen by following these steps:
- Click on in the bottom right corner of the Transaction screen. Click on S for secondary plan information.
- Click on the Edit button to make any changes. For example, you can edit the coverage percentage for “Restorative”.
- You can click on the New button if you would like to type in a code, description, or fee. Fees entered here will overwrite your usual fees from Service Codes.
By modifying benefits for one patient, you have modified benefits for everyone with the same employer, insurance company, and group number!