The Insurance Details window displays detailed information about the record you are viewing. Information is displayed on 2 tabs: The Detail tab and the Record Info tab.
| Field | Description |
|---|---|
| Carrier | The company issuing the insurance policy |
| Plan | The name of the insurance plan |
| Coordination of Benefits (COB) | The order in which the insurer will be billed. (1=Primary, 2=Secondary, and so on) |
| Plan Number | The number associated with the insurance plan |
| Group Number | The number associated with your group health insurance plan |
| Policy Number | The insurance policy number |
| Effective Date | The date the insurance policy began |
| Expiration Date | The expiration date of the insurance policy |
The Record Info tab displays detailed information about the record you are viewing. While the Detail tab displays a summary of all the information the record contains, the Record Info tab displays information about the record itself, including the source from where the record was retrieved and the system where the record was originally created.
The Record Info tab also includes a table that displays a history of the record, including information about when the record was created and when it was last modified, if applicable. This information includes the application the record was created in, the user who created the record, and the date and time the creation or modification took place.