Accessing the Edit Patient Insurance Page

This page appears when you click the Manage Insurance button to add or edit insurance information for the patient from the Order Samples: Patient & Order Choices or the Edit Patient: Insurance Tab page.

Using the Edit Patient Insurance Page

The Edit Patient Insurance page displays a list indicating the Primary, Secondary, and Tertiary insurance plans, as well as a list containing other insurance plans for the patient.

Click the New Plan button to create a new insurance plan for the patient. See Edit Patient Insurance: Policy Info for more information.

Select an insurance plan by clicking the accompanying button. Once selected, you may perform the following actions:

• Click the Edit button to edit the insurance information. See Edit Patient Insurance: Policy Info for more information.
• If you accessed the Edit Patient Insurance page from the Insurance tab, you also have the ability to delete the selected plan. Click the Delete button to delete to remove the insurance information from the patient's record. You will be asked to confirm the deletion. Click OK to delete the insurance information, or click Cancel to return to the Edit Patient Insurance page without deleting the information.
• Click the up or down arrow next the to insurance plan to rearrange the hierarchical order and move the selected plan to the desired position in the Primary, Secondary, or Tertiary list. Note that to move a plan from the bottom list to a Primary, Secondary, or Tertiary position, it must be active.
• If you accessed the Edit Patient Insurance page from the Order Samples: Patient & Order Choices page, you may save the current insurance hierarchy to the patient's default hierarchy. Click the Save As Patient Hierarchy button to save the insurance hierarchy to the patient record.
• If you accessed the Edit Patient Insurance page from the Insurance tab, you also have the ability to activate or inactivate the selected plan. Click the Activate or Inactivate button to change the active/inactive status. Active insurance plans are colored black; inactive plans are grey. If you inactivate a primary, secondary, or tertiary plan, Harvest Webstation moves it to the list in the bottom half of the page and changes the color from blue to grey.

Click Close when you are finished working in the Edit Patient Insurance page to save your changes. Note that if you accessed the Edit Patient Insurance page from Order Samples, any changes you make to the primary/secondary/tertiary insurance hierarchy apply to the current order, but do not affect the insurance hierarchy saved in the patient file. The insurance information listed on the Order Samples: Sample Information page indicates changes to insurance plan hierarchy by marking the affected plans with an asterisk. Harvest Webstation saves all other changes with the patient file.