Insurance Plans dimension

The Insurance Plans dimension is a reference table used to capture the insurance plan of the subscriber or guarantor for the loaded patient encounter. Codes and descriptions will generally match your organization's source systems and data standards. This table also includes insurance plans grouped into payors and financial classes.

Accessing the Insurance Plans dimension

In the Guide View, click Data Management > Encounter Dimensions Insurance Plans.

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The page can only display up to a maximum of 10,000 records.

Filtering records

To filter records:

  1. Click the funnel icon in the upper left corner of the page.

  2. In the Filter box, you can narrow down the records to display by selecting or creating a filter using the Filter Wizard. To access the Filter Wizard, click Edit. If you are familiar with writing filter statements, you can type the statement syntax directly in the Filter box.
  3. Click Apply.

Adding or editing an insurance plan

Due to the large number of records that this table may contain, you need to use the Filter panel to identify the records to display.

To add or edit an insurance plan code:

  1. In the table, do any of the following:

    • To add an insurance plan, click Add Row. The new row displays at the bottom of the table. Enter information in each column.

      IMPORTANT: If you add a new record that already exists in the table, the system will overwrite the original column values with your new entries when you save your changes.

    • To edit an insurance plan, click in the cell(s) to make your changes.

      NOTE: Columns that are grayed out cannot be edited.

    • To undo your changes, click the left arrow icon .
    • To redo your changes, click the right arrow icon .
  2. When you finish making changes, click Save.

Deleting an insurance plan

Due to the large number of records that this table may contain, you need to use the Filter panel to identify the records to display.

To delete an insurance plan:

  1. In the table, select the row to highlight it, and then click Delete Row.

  2. At the Continue? prompt, click OK.
  3. When you finish making changes, click Save.