Insurance plans
Manage patient insurance plan details so care teams can reference current payer information during coordination and handoff.
Plan management workflow
- Add an insurance plan with payer and member details for the selected patient.
- Set the primary plan when multiple plans exist.
- Update plan details when policy or coverage information changes.
- Remove inactive plans to keep patient records current.
Example
Primary plan updated to current payer and member ID after renewal; previous plan kept as secondary for historical reference.
Exporting claim-support reports
After completing visit documentation, use the Reports workspace on the Home tab to generate and export the current report summary output for claim-support communication.