Setting Up Claim Management References

You can select whether to allow changes made to patient demographic and insurance records to automatically update the patient's active claims. Using this feature reduces the amount of time you need to spend editing and updating claims when patient information changes. Updates are not made to claims in Fully Paid, Overpaid, Written Off, or Void/Cancel status.

When enabled, the Claim Detail screen in Claim Management displays a message when the patient's information has been updated. A Claim Note with details of what was changed is added to the Claim History.

1. In Administration, click the Preferences drop-down menu and select Patient.

2. Under Claim Management References, select the Allow Claim Updates with Patient Information Changes in Front Office check box.

3. Click Save.