Update Insurance Information in Insurance Numbers

  Permissions! Users need to be in the Payroll & Billing group in the User Management link.

Original Insurance numbers generate independently based on client demographic information.

Once created, the number will need to be manually updated. When insurance coverage (payer/subscriber number) changes, the new information needs to be updated from the insurance numbers link on the AccuPoint home page.

1. Click Insurance Numbers.
   
   
   
   
2. Filter to find the referenced client. Select the insurance number entry and make edits.
3. Add a termination date (the last date the client was active with this coverage/subscriber ID).
   The termination date is the end date for that policy, and and a new policy can be added. 
   
   
   
   
4. Click the  Add new item link to add your new insurance number entry.
   
5. Add all demographic information and new policy information.
   Effective date (date policy started) First, last name, subscriber number, phone number, address, gender, Birthday, link it to the client in your site, select payer, and secondary information if necessary.