Document
patient/guarantor relationships:You
can select from an Unknown, Self, Spouse, Child, Employee, Handicapped
Dependant, Significant Other, Life Partner, Dependant, and Other relationship
in the Patient’s Relationship to section of the Insur. tab of the
patient record.
Track
referral information:Use
the License number, BC/BS number, Medicare ID, Medicaid ID, SSN, and
Tax ID fields in the Referring Dr window.
Track
procedures:Use
the Place of Service drop-down list located on the Information tab
of the ADA/Transaction Code window.
Track insurance plan and claim information:Use
the Sub Type field located in both the Insurance plan and Claim windows.
During the conversion process of the installation program, each plan
is assigned a default subtype. The table contains a complete list
of insurance plans and default subtypes.
