This situation occurs if the office staff edits the patient’s existing insurance plan for changes, instead of searching for a new, different insurance plan for the patient.
Whenever an insurance plan is edited for change, all patients attached to that insurance plan are changed. This usually occurs when the user clicks the group number hyperlink on the Patient Overview, and edits the existing plan with different information:
- carrier
- group number
- employer
- any other insurance plan setup information
If a patient needs a different insurance plan, the new insurance plan should be searched and attached; instead of altering the existing insurance plan information.
To locate the desired different plan for a patient:
- access the patient record for the additional family member
- click the hyperlink Primary
- in the Search Insurance Plan section in the upper left corner:
- input the “Search Text” criteria (carrier name, group number, or employer name)
- indicate the desired “Search For” criteria (carrier name, group number, or employer name)
- ensure the “Search In” field indicates “All Insurance Plans” (not “Account Plans”)
- click the Search button
- select the desired insurance plan
- enter the additional subscriber's information
- click the Save button