You can remove a third-party plan from a patient's record. If the plan has expired or been terminated, you should end the coverage not remove the plan.
To remove 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.
Click (or tap) Remove.
A confirmation message appears.
Click (or tap) Remove.
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