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doctom4300
Premolar III

Viewing a patient's insurance plan

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When I'm in the Patient Information window, there's an option on the left side to let me see the insurance company. This is true from the Patient List window as well, and right clicking on a patient in the scheduler gives me the same option.

Maybe it's staring me in the face, but is there an option to see the insurance *plan* ? 

4 Replies
dmccrory
Premolar II

Re: Viewing a patient's insurance plan

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Hello,

On my 16.2.5 it displays "Show Patient Ins Company". When I replicate

what you described, both paths got to the same spot.

David McCrory| Technical Support Analyst

www.carestreamdental.com

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http://www.carestreamdental.com/us/en/forms/dental-events

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doctom4300
Premolar III

Re: Viewing a patient's insurance plan

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I know they all go to the insurance company. That's what I said.

I'm wondering if there's an option to go to the insurance plan.

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bert
Premolar II

Re: Viewing a patient's insurance plan

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Two Clicks- from patient info screen, select guarantors, you will see the insurance plan click on the drop down arrow on the desired insurance plan and select edit. Hope this helps

doctom4300
Premolar III

Re: Viewing a patient's insurance plan

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That's what I was looking for! Thanks so much.

I was right: it was staring me in the face.