Now you can reassign the insurance company to any patient that already has charges created in their encounter and to recalculate these charges for any extension that has not yet been billed or their extensions have deductibles calculated.
This process will allow you to fix the patient's insurance information before their charges have been billed and will simplify your processes since Cirrus will automatically recalculate the policy discounts for their encounters. Here's how you can change insurance companies information for encounters with charges :
In Patient Registration window, go to Insurance Information tab and change the Company name:
Also update their insurance values such as Minor, Policy Type, Policy Number, etc.
Save
4. A new window will pop-up, here you will be able to see all of those encounters related to this patient and, if applies, they will be on either Recalculable Encounter or Non Recalculable Encounters.
Non recalculable encounters are those that already have sales receipts or have already been billed and cannot be changed. To avoid this, recalculation must be performed before creating their sales receipts and before billing their charges.
In recalculable encounters, select the encounter or encounters you wish to recalculate and confirm.
Note:
If the encounter is being used on Billing Detail Extensions (extensions from Multibilling), you will not be able to recalculate charges. Please leave Multibilling extensions to recalculate charges.
Demo:
Error example where extensions are being used :
Note:
If you delete the policy from the insurance information tab, charges will be also recalculated and assigned to the patient.
We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.
Date: November 7, 2022.