Before you submit medical insurance claims for procedures performed by your providers, you must associate an account and patient record with a specific medical plan.
If your office submits both dental and medical insurance claims, you must associate the account and patient records with both a medical and dental insurance plan. For more information, see Setting Up Insurance.
To specify a medical plan:
Select an option:
Click OK. The account record is displayed in SCAN mode.
Click Edit and select the medical insurance plan from the Medical drop-down list.
Click OK to save the medical plan information in the account record.
Select Patient from the Options section of the Express bar or Options menu. The Account Patient List window is displayed.
Double-click the patient. The patient record is displayed in the Patient window.
To establish the relationship between the insured patient and the account guarantor for medical insurance claims, click the Insur. tab and select the account guarantor’s first name from the Primary drop-down list in the Medical Insurance section of the tab.
Select the relationship between the patient and the account guarantor from the Guarantor 1 drop-down list in the Patient’s Relationship to section of the tab.
Click OK.
Click Close twice.