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jmckercher
Canine II

Deleting insurance plans

We need to be able to delete insurance plans from a patient's account that are no longer active and not lose the claim history.  If you delete them now it makes you delete the entire claim history associated with that insurance.  Or instead of deleting the insurance, being able to inactivate it so it does not show up on any new claims as another insurance plan.

Thanks. 

10 Replies
staceyw
Canine III

Re: Deleting insurance plans

Can't you make them inactive?  If you edit on the insurance there is a box on the top you can uncheck it then becomes inactive.  Hope that helps. 

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jmckercher
Canine II

Re: Deleting insurance plans

We have tried that without any luck. Thanks though!

Jessie McKercher

Patient Account Manager

Central Virginia Oral & Facial Surgeons

434-220-2825

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kjhogan
Canine III

Re: Deleting insurance plans

lontaylor‌, dmills‌, vat‌- can one of you assist?

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CS Dental Employee
CS Dental Employee

Re: Deleting insurance plans

What places does the inactive insurance show up today that you don't want it to?

Can you also confirm what version you are currently running?  (Help => About)

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jpisariktnosi
Premolar I

Re: Deleting insurance plans

At least for us, it's just kind of a pain to have all the old insurances still listed on the demographics page. Is it inactive because I shouldn't send a claim there? Is it inactive because the patient doesn't have it any more? Is it inactive because we've changed how we input insurances in? (We're on 8.11.2.95)

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CS Dental Employee
CS Dental Employee

Re: Deleting insurance plans

Is it inactive...

   a) because you shouldn't send a claim?  Yes.

   b) because the patient doesn't have it anymore?  Yes, see reason A.

   c) because you have changed how you input insurances?  Maybe, but I would need to understand the changes.  If you are updating all the insurances and replacing old ones with totally new ones, then yes.

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omsnashville
Premolar II

Re: Deleting insurance plans

In follow-up to jpisariktnosi‌, I think she's referring to the fact that we sometimes mark a plan "inactive" so we won't bill it for the most recent services, even though the patient's insurance is still active but doesn't cover that particular service. For instance, we might not need to bill their medical plan on file for their most recent dental extraction. However, if they come back in 4 months because they have another TMJ flare-up and medical services, it would be nice to know at a glance that the medical plan listed was still the patient's current one. 

I don't think "deleting" old plans is the answer; we still want them visible somewhere- even years later. In my ideal world there might be a third designation that says "Active-but don't queue any charges to this plan for this visit". Maybe Active - Inactive (don't bill this time!) - and Termed (this plan is no longer in effect)?

jpisariktnosi
Premolar I

Re: Deleting insurance plans

Correct. As I mentioned in this post, we can't rely on what insurance is listed first in the demographics to indicate where we are to send claims. The best way we've found to get around this is to only mark medical insurances as active if I'm to submit to them (ex: a patient is seen for extraction of thirds and they are covered by medical- the front desk marks the medical active and I know to send to medical first). This means a patient could have 2 or 3 inactive insurances, but they are still eligible for benefits on one or more. I still want the medical plan put in the system, because we might need it in the future, or dental might require I send it there later. Being able to delete the insurances that truly are inactive for the patient would help make this less of a guessing game.

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jpisariktnosi
Premolar I

Re: Deleting insurance plans

Or instead of deleting, if there could be three options on a policy: "to bill," "not to bill," "ineligible". Something to indicate an active policy to submit to, a policy that is active for the patient but should not be billed, and one that indicates the plan is a previous plan for which the patient currently has no eligibility.