Change Insurance Policy Order
This page allows you to change the order of a patient's insurance policies by dragging and dropping insurance packages.
To change the order of a patient's insurance policies
- Display the patient's Quickview page:
In the text box at the top right of the Main Menu, enter the first three letters of the patient's last name, followed by a comma, followed by the first three letters of the patient's first name. Click the search icon. On the Find a Patient page, click Quickview for the patient you need. - On the Quickview page, scroll down to the Insurances heading.
- Click the Change policy order link to the right of the Insurances heading.
The Change Insurance Policy Order page appears. - Drag and drop the patient's insurance packages to change the policy order.
Note: The Change Insurance Policy Order page displays all family members who have the same insurance policies. You can select family members to apply the new policy order to them, as well. - Click Save. The Quickview page reappears, with the new insurance policy order in the Insurances section.
Field Reference
| Table columns | |
| Insurance Order |
Number indicating whether the insurance package is the primary insurance, secondary insurance, or tertiary insurance. |
|---|---|
| Insurance Package Name |
Name of the insurance package or *SELF PAY*. |
| Policy Holder |
Name of the insurance policy holder. |
| Member ID/Cert # |
Member ID of the policy holder. |
| Patient's Relationship to Policy Holder | Self or the relationship of the patient to the policy holder (for example, Spouse). |
| The following table appears if family members are insured under the same policies | |
| Patient ID | athenaOne patient ID of the family member. |
| Name | Name of the family member. |
| DOB | Date of birth of the family member. |