Coverage Detail

The Coverage Detail screen, shown below, is used to summarize all information about a Coverage. There are three grayed button boxes located at the top. The two gray boxes on the left summarize the personal information (documented in the Edit Personal chapter) and the larger box on the right summarizes the information that is entered in the Edit Coverage screen. If any of these boxes are selected with the mouse, an editor dialog appears with the selected section displayed in the middle column for editing.

Several sections of the dialog shown below are documented in:

The dialog, shown above, has several sections. Each are documented below in:

Edit Coverage Details

Entering coverage information is a combination of defining a guarantor and the insurance information. The guarantor information is all personal information about the guarantor documented in the Patient Details - Edit Personal chapter. The guarantor information is found in the two left side gray boxes of the Coverage Detail.

The insurance information found in the right side gray box of the Coverage Detail, shown above, contains the insurance information. When this block is selected an edit dialog opens. Refer to the chapter titled Coverage Editor for a description.

Coverage Assignments

In the middle of the screen is the Coverage-Assignment table. This table shows all patients that have this coverage assigned. The fields displayed include:

• Patient
• The relationship of the patient to the guarantor
• The order of the coverage for the patient (primary, secondary, tertiary)
• The activation date for the coverage
• The termination date for the coverage

A double-Click on a row in the table opens the Patient-Coverage Information screen described in Coverage Editor.

Coverage Detail Buttons

There is a set of buttons along the bottom the Coverage Detail screen. These buttons and their functions include the following:

• New Button - Opens the Coverage Editor screen to create a new coverage.
• Related New Button - Opens the Add Related Person screen. For additional details on how people and guarantor records can be reused, refer to Patient Details chapter for Related People description.
• PDFdoc Button - Creates a report for this coverage.
• Delete Button - Delete the coverage described in this screen.
• Close Button - Close the screen.