Patient Active Policies Panel

Patient Active Policies Panel

All Active Policies display in this panel. These policies may be different than the Encounter Active Policies if the patient changed Insurances and there are remaining balances on the old Insurance.


  • Insurance Management: Opens the Insurance Management screen.
  • Eligibility History: Shows the history of all Eligibility checks.
  • Estimate History: Shows Patient Responsibility Estimate. *This is a premium add-on feature.
  • Insurance name: Hover your cursor over the Insurance name to show payer details. The Payer ID can be used to verify insurance against the Patient's Insurance card.

  • Select the Insurance name to modify the policy information.
  • Card Scanned: Select Scan to scan an insurance card directly to the Insurance using Direct Scanning. *This is a premium add-on feature.
  • Select Verify to check EligibilitySelect the plus symbol (+) to enter a date before checking eligibility.

  • After checking Eligibility, a date range shows. Select the Date Range to view the Eligibility results at any time without checking Eligibility again.


    • Related Articles

    • Patient Dashboard: Guarantors Panel

      Patient Dashboard: Guarantors Panel Guarantor A Guarantor is the person/entity who is financially responsible for this Patient and would receive a statement/invoice for services rendered. Guarantor Panel on the Patient Dashboard Guarantor's Name and ...
    • Statement Notifications Panel

      The Notification panel is found on the Statements Management Dashboard. All Notifications: Redirects to the Balance Notification History page (unfiltered). Manage Errors: Redirects to the Balance Notification History page (filtered for Errors). ...
    • Global Patient Search

      Billing services often have multiple Databases where the same Patients are seen, or when patients call, they do not know the Practice or Provider name. To make the search more efficient, the Global Search checkbox can be used to search for ...
    • Custom Patient Query (CPQ)

      Custom Patient Query (CPQ) The Custom Patient Query report is located in the Patient panel on the Reports screen and is built by the User. The content of this report is Patient related. Demographic Filters Using the Demographic filters, a Patient ...
    • Patient Refunds

      Patient Refunds The following steps show the process of refunding Patient Credit Balances. If any part of the money is currently in escrow it needs to be posted in full before proceeding. A Patient credit balance is necessary to post a Patient ...