# Another Little Improvement

**URL:** <https://community.open-emr.org/t/another-little-improvement/2835>\
**Category:** Day-to-Day Users\
**Created:** [October 10, 2009, 6:55pm UTC](https://community.open-emr.org/t/another-little-improvement/2835 "2009-10-10T18:55:47Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\
**Post date:** [October 10, 2009, 6:55pm UTC](https://community.open-emr.org/t/another-little-improvement/2835/1 "2009-10-10T18:55:47Z")

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**[ideaman911](https://sourceforge.net/u/ideaman911/)** wrote on [Saturday, October 10, 2009](https://sourceforge.net/p/openemr/discussion/202504/thread/1010c21e/#9936):

My wife (&amp; client) just had a problem whose fix is not really spelled out in the instruction, but probably should be.&nbsp; It is not intuitive what to do when a patient’s insurances change, or in her case when a patient moved from one practice to another.&nbsp; She was creating a new patient, which is not the best approach for a number of reasons, not least the loss of linkage to prior treatment knowledge.

Both cases are addressed the same way - note that the patient Demographics includes the current insurance at the bottom.&nbsp; If the insurance changes, or if the practice location changes, you should enter a new effective date of that date in the Insurance fields.&nbsp; Doing so will create a new insurance listing showing that date, with the previous insurance (even if it is the same) showing the earlier &quot;from&quot; date to that newly entered date, plus show the insurance from the date you just entered to current.

I will prepare a screenshot addendum in the hope it, and the Fee Sheet (currently shown as &quot;Fee Sheet Configuration&quot; which is only partially correct), will be rolled into Rod Roark’s instruction manual and/or its PDF equivalent, for linkage with the &quot;Instructoins&quot; buttons.

I have copied this in both &quot;Developers&quot; and &quot;Users&quot; forums.

Joe Holzer&nbsp;&nbsp;&nbsp; Idea Man&nbsp;&nbsp;&nbsp; 315-622-9241&nbsp;&nbsp;&nbsp;&nbsp; [im@holzerent.com](mailto:im@holzerent.com)  
[http://www.holzerent.com](http://www.holzerent.com)
