I just added an active flag to insurance and did a check for it. I have it working in a couple of sites (3 to be exact). They like the fact that they can eliminate the selecting of insurances that are replicated. Currently I have the customer running a collections report for the insurance that they are going to inactivate. They are to change the insurance by giving it an effective date that takes it out but allows the re-filing of the old claims, they then add the new insurance.
Would be helpful to have a button to delete an insurer no longer needed or one which was incorrectly entered. Presently no way to do this except in database, which can cause a lot of problems for professional support if client is trigger happy.
Using the Effective Date is a good way to inactivate an insurer. Don’t want to eliminate an old insurance because it’s needed for attribution of old paid claims. If the old insurer is eliminated altogether, all paid claims will be credited to the new insurance, which is poor accounting & inaccurate.
One screen shot is the inactive flag in insurance . The other is the adding insurance information in the patient screen the inactive insurance company is not an option.
It’s a thumbs up for first screenshot. (Read that the Romans didn’t use thumbs down but thumbs parallel to the ground if they were not in a very generous mood.)
Much better idea to retire an insurer than to delete it because it’s better historical & accounting recordkeeping.
Not Yet. It is on the list and approaching the top. Having a little trouble getting the check box to work.Here is the pull request for it if you want to look and see what I am not seeing.