Managing Your Practice > Updating Insurance Plan Information
When you update the blue book, you are updating code-specific information for an Employer/Plan for your practice. The information in the blue book takes precedence over any other entries in PracticeWorks. It is the first place the system looks when estimating insurance payments.
This process updates the percentage paid by the insurance company and the fee (UCR) being used for estimating, but does NOT update the patient payment method. Updating the blue book should be done in conjunction with insurance estimating at least once to ensure the patient payment method is set correctly.
The Blue Book Entries feature is enabled unless you disable it. If you disable it, you can re-enable it at anytime.
To disable the Blue Book Entries feature, follow these steps:
From the File menu, select Preferences > Miscellaneous defaults. The Miscellaneous Settings window is displayed.
Deselect Use the blue book entries.
When you update the blue book for a particular Employer/Plan, the coverage information is updated for each of your patients covered under that plan.
You can update the blue book for a particular insurance plan when you are posting insurance payments. For more information on how to enter insurance payments, see Entering Accounts Receivable.
If the individual deductible, family deductible and annual maximum information is missing from the employer/plan information, the following message is displayed in the Blue Book Entries window: “There is currently no benefit information for this Employer/Plan. You will be prompted for information after this screen.”
Updating Insurance Plan Information
Importing and Exporting Benefit Tables
Displaying the Insurance Company List