Policies Not Part of an Insurance Profile
This panel acts as a holding area for policies that are not currently part of an Insurance Profile.
Reasons for Policies being in this Panel
Deleted from an Insurance profile.
Added from the Add New Policy that is not part of a Profile link.
Added by the system because the Save button was not selected after adding an Insurance Profile.
Delete Policies from this Panel
Select the Delete icon (trash can). See Delete an Insurance Profile.
Reassign a Policy to a New Insurance Profile
When adding a New Profile, use From Existing. See Add/Modify Insurance Profiles on an Existing Patient.
Store an Insurance Policy
Store it in the panel for future use.
Example: A Medicare policy can be stored for future reference if a patient currently has a Medicare Replacement/Advantage Plan.
Add a New Policy that is Not Part of a Profile
On the Insurance Management screen, select Add New Policy that is not part of a Profile.
If you are using iDology Direct Scanning, you can scan the card and the information will populate.
If not using Direct Scanning, select the Insurance.
Add the Policy Number and any other relevant information.
Select Save [F2].
Delete an Insurance Policy
After you Delete an Insurance Profile, the associated Policies move into the Policies not part of an Insurance Profile panel.
The Policies can be deleted permanently from this panel.
From the Policies not part of an Insurance Profile panel on the Insurance Management screen, select the Trash Can next to the policy you want to delete.
Enter a Reason.
Select Delete.
Move Existing Policies from the Not Part of a Profile Panel
Use an Insurance that is in the Policies not part of a Profile
Select Add New Insurance Profile.
2. Select From Existing.
3. Choose the Insurance from the list.
4. Enter a Note if applicable.
5. Select Save [F2].
Learn More
Insurance Management
Insurance Profiles Overview
Insurance Policies
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