You can update the information for a third-party plan attached to a third party that was added to your organisation's database. Any changes made to a plan's information affects all patients covered by that plan.
To update a third-party plan
How to get there
On the Home menu, under Third-Parties, click (or tap) Third-Parties.
The Third-Parties page opens.
On the Third-Parties page, select a third party.
Tip: To help you locate a third party quickly, in the Filter box, enter part or all of a third party's name to filter the third party list so that it displays only those third parties that match what you enter.
The options to edit the third party become available.
Under Plans, select the third-party plan.
Tip: To help you locate a plan quickly, in the Filter box, enter part or all of the plan name to filter the plan list so that it displays only those plans that match what you enter.
The options for editing the third-party plan become available.
Change the plan information, such as the name or address, as needed.
Set up the following options:
Plan - The name of the third-party plan. The plan can have the same name as the third party.
Group # - The group plan number.
Address - The address where claims for the third-party plan are sent.
Phone - The third-party plan administrator's contact phone number and extension (if applicable).
Fax Number - The fax number of the third-party plan administrator.
Contact - The name of the third-party plan administrator.
Email - The third-party plan administrator's email address.
Benefit Renewal Month - The month that the third-party plan's benefits reset.
Type - The plan covers dental or medical procedures.
Note - A note that is specific to this third-party plan. You can enter text, such as information from the third party. Also, you can insert a date if needed. The note is accessible from all patient records that have this third-party plan attached.
Click (or tap) Save.