1. What is this feature?

This feature allows users to update the insurance information for existing orders directly from the Registration screen. Users now have the flexibility to choose whether the updated insurance details should apply only to new orders or if they should be updated for existing orders as well. This helps ensure that insurance changes are reflected across the system, even for orders that were already created.


2. How to configure and use this feature

  • Configuration:
    This feature is available by default. There is no additional setting required to enable it. Once the feature is available, it will be accessible on the Registration screen.

  • Flow:
    When a user edits a patient's insurance details from the Registration screen, the system will prompt them with an option to update insurance for existing orders. The options are:

    • Yes: The insurance details will be updated for both new and existing orders.

    • No: Only new orders will have the updated insurance details. Existing orders will remain unchanged.

  • Activity Log:
    Each time insurance is updated for existing orders, an activity log entry will be created. This entry helps with traceability and auditing, so support teams can easily check any changes made to insurance details for existing orders.

3. Important Notes

  • Impact on Billing and Claims:
    Updating the insurance on existing orders could affect billing, claims, and reports, so this feature should be used carefully to ensure accuracy.

  • Activity Logs:
    The activity log will capture all updates made to insurance details. Support teams can refer to this log for any audit or troubleshooting purposes.

  • Availability:
    This feature will be available to all customers after it is released, and no manual configuration is required for enabling it.

4. FAQs

  • Q: What happens if I don’t update the insurance on existing orders?
    A: If you choose not to update the insurance for existing orders, the updated insurance details will only apply to new orders created after the update.

  • Q: Can I see which orders were updated with the new insurance details?
    A: Yes, you can check the activity log to see which orders were updated with the new insurance details.

5. Additional Information

This feature provides more flexibility when managing insurance updates and allows the insurance data to stay consistent with the latest changes across all orders, whether new or existing.