Updating third-party information for patients

You can update the third-party information attached to a patient's record as needed.

To update a patient's third-party

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.
Update the information as needed, such as the subscriber ID, relation to the subscriber, and coverage period.
Set up the following options:
- Subscriber and Plan - The subscriber and third party associated with that subscriber. To change the subscriber and plan, click (or tap) in the Subscriber box, search for and select a different provider, and then select a plan. To change only the plan, select a different plan for the selected subscriber. To show or hide the plan selection list, click (or tap) the Show button or the Hide button .
- Subscriber ID # - The ID used to identify the subscriber of the third-party plan on claims that are submitted to the corresponding third party. Changing the ID will affect the subscriber and all patients covered under that subscriber.
- Release of Information - The subscriber authorizes the release of information to the practice.
- Assignment of Benefits - The subscriber authorizes payments from the carrier to go directly to the provider. With this check box selected, the third party will send payments to your practice. With this check box clear, the third party will send payments to the subscriber.
- Relation to Subscriber - For a subscriber, since he or she is the current patient, Self is selected automatically and cannot be changed. For a non-subscriber, select Spouse, Child, or Other.
- Coverage Type - The coverage order of the plan (such as Primary or Secondary). The number of items that are available on the list depends on the number of plans that have already been set up for this patient. If there are no plans, only Primary is an option; if there is one plan, Primary and Secondary are options; if there are two plans, Primary, Secondary, and Tertiary are options; and so on.
- Coverage Period - In the Coverage Start and Coverage End boxes, enter the date that coverage started and, if known, the date that the coverage will end for the subscriber and all patients who are insured under the selected plan. For a non-subscriber, you can specify an end date that is before or the same as that of the subscriber.
- Eligibility - If known, select the patient's eligibility status: Unable to Verify, Eligible, or Ineligible. Then, enter today's date (or the date that eligibility was actually checked) in the Verification Date box.
  Note: Changing the eligibility status here affects the patient's eligibility status for his or her appointments on the Insurance Eligibility page and vice versa.
- Note - Any notes regarding the third-party plan.
Click (or tap) Save.

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