Assessments - Health Insurance Update

When there has been an update to the Health Insurance you will need to update the following:

•          Covered by Health Insurance
•          Health Insurance sub-assessment

To update the Covered by Health Insurance, update the dropdown based on any changes at the time of the assessment. If the health insurance does not change you will leave the answer accordingly.

To update the Health Insurance sub-assessment, you will click on the magnifying glass on the Health Insurance to open the list of All Health Insurance records.

End Old Record

Once all the Health Records have appeared, click on the pencil next to the record set you wish to edit.

Once the record set has opened click on the calendar with the green plus sign to populate the end date and click on Save.

Add New Record

Once returned to All Health Insurance Records, click on Add to add a new record set.

To add the new record set, complete the following:

•          Start Date*
•          Health Insurance Type
•          Covered?

Click Save once all information has been updated.

Once all record sets have been updated accordingly, click on Exit to return to the update assessment.