The Prompt Insurance Assignment for Appointments Missing an Insurance company setting allows users to automatically update any current and future appointments missing insurance with the newly added insurance via a prompt. Enabling this setting will eliminate the need for users to manually assign newly added insurances to the patient's current and future appointments. Instead, the system will prompt the user if the new insurance coverage is set to 1, 2, or 3. If so, the prompt will offer the option to update all current and future appointments, update only the current and future appointments with missing insurances, or make no changes.
Steps to Complete
- Navigate & Search for the Company Setting: "Prompt Insurance Assignment for Appointments Missing an Insurance"
- Set the Value to the Checked Position (described in detail below)
- Save
Value Options
Unchecked = No/False
Users will not be prompted to update insurance on current and future appointments after adding a new insurance.
Checked =Yes/True
Users will be prompted to update insurance on current and future appointments after adding a new insurance.
Assign Insurance to Appointment Prompt
Once turned on, upon changing a patient's insurance, the user will receive a prompt asking if they would like to update current and future appointments with this insurance, along with options to:
- Update all current and future appointments
- Update all current and future appointments with missing insurances
- Do not update current and future appointments
