The insurance plan record events that can be set up to display a TeamTalk note are:
-
Editing Insurance Plan:Displays a TeamTalk note when editing an insurance plan record.
-
Updating from Trojan Data:If you subscribe to Trojan, displays a TeamTalk note when updating insurance plan information from the Trojan database.
-
Viewing Contact List:Displays a TeamTalk note when viewing the contact list associated with an insurance plan.
-
Viewing Transactions:Displays a TeamTalk note when viewing DMO/Capitation and Medicaid Insurance plan transactions.
-
Making Appointment:Displays a TeamTalk note when making an appointment for a patient who is assigned to the insurance plan.
-
Calling Administrator:Displays a TeamTalk note when calling the insurance plan administrator or contact.
-
Checking-out Patient:Displays a TeamTalk note when checking out a patient who is assigned to the insurance plan.