How to Quickly View a Patient's Insurance Details
Summary:
You can quickly view a patient’s insurance coverage from the Appointment Scheduler as well as the patient record.
Steps:
1. Select the required patient appointment on the appointment scheduler.
2. Hold down the Ctrl key and the U keys on the keyboard simultaneously.
The Patient Insurance Details window appears.
If the patient has no primary or secondary insurance, only the personal and practice information will be displayed.
■ To View the Patient Insurance Details via the Patient Record:- Open the patient record.
- Click the
icon on the toolbar or when working in any of the following windows —Add Treatment, Appointment and Contact Add/Edit and Enter Payments.
The Patient Insurance Details screen will display (see above)
Product (s): ABELDent
Category: Insurance
Classification: Public
Date Created: 28 January 2016
Created by: Brian Neale