Latitude by Genesys | Reference Panels | Medical | Modify an Insurance Policy

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Modify an Insurance Policy

Use the Insurance tab in the Medical panel to modify an insurance policy for the account.

To modify an insurance policy

1. In the Reference Panel navigation bar, click Available Panels and then click Medical.

2. Click the Insurance tab.

3. Click the tab for the policy to edit.

4. Click Update Insurance Record

Program Name: Name of the insured person's insurance program.

Employer Health Plan: Name of the employer's healthcare plan.

Group Number: Number that identifies the employer's group insurance plan.

Group Name: Name of the employer's group insurance plan.

Policy Number: Number that the insurance company assigned to identify the insured person's health insurance policy.

Coordination Number: Number that identifies the health insurance plan when a patient has more than one (for example, a primary and secondary healthcare plan).

Timely Filing Date: Deadline for billing the insurance company.

Additional Information: More information about the patient's health insurance.

Name: Insured person's name.

Insured Address: Insured person's street address line 1, line 2, city, state, postal code, county, and country.

Phone: Insured person's phone number.

Work Phone: Insured person's work phone number.

Insured DOB: Insured person's date of birth.

Employer: Name of Insured person's employer.

Gender: Insured person's gender.

SSN: Insured person's social security number.

Carrier Name: Insurance carrier's name (Carrier name automatically Set).

5. Modify the information and then click Save.

Related Topics

Medical