When a patient's third-party coverage expires or is terminated, you can enter an ending date for the coverage period of that plan in his or her patient record. This will affect all patients who are covered under this third-party plan. This will not affect claims already submitted to the corresponding third party.
To end the coverage of a patient's third-party plan
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under General, click (or tap) Overview.
The patient's Overview page opens.
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Third-Party, click (or tap) Third-Party.
The patient's Third-Party page opens.
Do one of the following:
On a patient's Overview page, the Third-Party box displays the patient's third-party plan. Click (or tap) the third-party Plan link.
On a patient's Third-Party page, select a third-party plan.
The options for editing third-party information become available.
Do one of the following:
Change the Coverage End date to reflect the date that the plan expired or was terminated, and then click (or tap) Save.
To use yesterday's date as the End Coverage date, click (or tap) Remove, and then click (or tap) End Coverage on the confirmation message that appears.
A confirmation message appears to remind you that the Coverage End date will be changed for all patients covered by this third-party plan.
Click (or tap) OK.
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