If the benefit coverage, periodic payment schedule, and periodic payment amounts are the same, simply enter the new carrier and plan information at the Primary insurance screen. Subsequent insurance billings will be printed with the new insurance carrier and plan information.
If the new carrier payment schedule is different, the user must first delete the original contract. Attach the new insurance carrier and plan information to the patient. Enter a new contract.
If the new insurance carrier is the same but the contract amount is different, the user must first delete the original contract. Attach the new insurance plan information to the patient. Enter a new contract.
When changing contracts, remember to delete ledger items that may have been posted for the original contract that are not correct for the new contract.