Description
This Quick Guide demonstrates how to add an insurance plan note for keeping track of insurance coverage details.
Steps
With the correct patient at the top of the Sidekick, click the Insurance summary triangle.
Click the patient's insurance plan.
The Plan Information dialog window opens. Insurance notes are added on the Plan Information page. Click Edit Plan.
Locate the Plan note and click the blank line.
The line expands to a text box. Type the plan details, including frequencies, age limitations, replacement clauses, waiting periods and any other helpful information.
Note: Details included in the Plan Note are not calculated into the insurance or patient estimates and do not create pop-up reminders about when a patient can be scheduled for specific procedures.
Click outside the plan note text box to close it. Then click Save plan.
A message appears with a reminder that all changes made on the Plan Information page affect all the patients that have this plan coverage. Click OK.
The dialog box changes to the Policy Information page. Click Save Policy.
The insurance plan notes can be viewed in the Sidekick. With the Insurance section of the Sidekick expanded, click Plan Name.
The plan notes and other plan details display.
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