Swapping First and Second Insurance in iClinic

1. Introduction 

• Purpose: This guide provides comprehensive, step-by-step instructions for swapping primary and secondary insurance information for patients in MDLand iClinic. 

• Key Features: Accessing patient registration, deleting insurance records, and swapping insurance roles efficiently. 

2. Accessing the Patient’s Registration Page 

1. Log In:  

• Sign in to your MDLand iClinic account using your credentials. 

2. Locate the Register Icon:  

• On the dashboard, click the Register Icon. 

3. Search for an Existing Patient:  

• A box will appear with two sections. 

• Use the left-hand side labeled “Look Up Existing Patient.” 

• Enter the patient’s Last Name, First Name, or Date of Birth. 

• Click Go. 

4. Retrieve Patient Information:  

• Select the correct patient from the list. 

• Click Retrieve to open the patient’s registration page. 

3. Viewing Insurance History 

• Locate Insurance History:  

• On the patient’s registration page, click the First Insurance Tab on the right side. 

• You will see the Insurance History Box, displaying all active and inactive insurance records. 

4. Deleting Insurance Records 

A. Deleting the Primary Insurance 

1. Ensure You Are in the First Insurance Tab:  

• Click the First Insurance Tab. 

2. Delete the Insurance:  

• Click Delete next to the primary insurance. 

• A confirmation box will appear—click OK. 

3. Confirm Deletion:  

• The page will refresh. 

• In the Insurance History, you should see the insurance marked with a strikethrough, indicating it has been deleted. 

B. Deleting the Secondary Insurance 

1. Switch to the Second Insurance Tab:  

• Click the Second Insurance Tab. 

2. Delete the Insurance:  

• Click Delete next to the secondary insurance. 

• A confirmation box will appear—click OK. 

3. Confirm Deletion:  

• The page will refresh. 

• In the Insurance History, both the primary and secondary insurances should now be crossed out. 

• If not, click the Refresh Button. 

5. Swapping the Insurance Roles 

A. Making the Old Primary Insurance the New Secondary Insurance 

1. In the Second Insurance Tab:  

• Locate the Insurance History on the right side. 

2. Apply the Old Primary Insurance:  

• Find the line containing the old primary insurance. 

• Click Apply. 

• A confirmation box will pop up—click OK. 

3. Confirmation:  

• The old primary insurance will now appear as the new Secondary Insurance. 

• In the Insurance History, this insurance will no longer be crossed out and will be classified as secondary. 

B. Making the Old Secondary Insurance the New Primary Insurance 

1. In the First Insurance Tab:  

• Locate the Insurance History on the right side. 

2. Apply the Old Secondary Insurance:  

• Find the line containing the old secondary insurance. 

• Click Apply. 

• A confirmation box will pop up—click OK. 

3. Confirmation:  

• The old secondary insurance will now appear as the new Primary Insurance. 

• Both insurances will no longer be crossed out, with their roles swapped. 

6. Finalizing the Changes 

• Save Your Changes:  

• After swapping the insurance roles, make sure to click Save to finalize all updates. 

7. Troubleshooting Tips 

• Insurance Not Appearing as Crossed Out:  

• Try clicking the Refresh Button. 

• Unable to Apply Insurance:  

• Confirm you are in the correct insurance tab. 

• Ensure the insurance was properly deleted before applying. 

• Changes Not Saving:  

• Double-check if all steps were followed. 

• Click Save again or refresh the page. 

8. Support Guidelines 

• In-App Support: Use the MDLand iClinic help feature for immediate assistance. 

• Technical Support: Contact IT support for technical issues related to insurance management. 

• Compliance Officer: Consult for regulatory questions regarding patient insurance data management. 

Thank you for following this guide. Proper management of insurance information ensures accuracy in patient records and smooth billing processes.