Viewing Patients Associated with an Insurance Plan

To view a list of patients associated with an insurance plan:

Select List > Ins. Plan. The Insurance Plan List window is displayed. Select an insurance plan and select Show Insured Patients.
Select an option:
To display the patient’s account record:To display the patient’s account record:Select a patient and select View Account. The Account window is displayed. After you view the details, click Close.
To display the patient’s record:To display the patient’s record:Select a patient and select View Patient. The Patient window is displayed. After you view the details, click Close.
To display the patient’s guarantor information:To display the patient’s guarantor information:Select a patient and select Guarantors/Insurance. The Patient Guarantor window is displayed. After you view the details, click Close.

In any window, press Ctrl + P or select List Insurance Plans from the Power bar to access the Insurance Plan List window.
To view patients in the plan record, select Show Insured Patients.
Select options from the Options section of the Express bar or the Options menu.