I thought I would revisit this topic, as we are running into similar issues as Sherwin. We need to update insurances fairly regularly, especially for Medicaid recipients here in North Carolina, who can move to a new Medicaid provider at the end of a month.
Thought: I like the idea of having a history of all insurances that can have both an effective date And and end date. I think they system works in that when a new effective date is added, it replaces the old insurance. I think accessible historical date would be very helpful from a billing perspective. Otherwise, I feel like our day to day users lose this data. I don’t this capability exists, but I would be interested in having it as a user.
Lastly, can someone confirm that if a new insurance with a new effective date is added then the new insurance becomes the primary insurance in the billing manager. Just wanted to confirm for our admin staff before making changes. And is there a way to pull the old insurance info from the database? Sometimes we do need this data and it seems to go away visually when insurance is updated.