Using the Insured ID number and effective date you can search for an employee. The effective date will show the current date; however, you can overwrite this with the desired date.
Note: The effective date refers to a patient having coverage as of the date a service is performed. It is not the start date of a patient's policy.
The resulting Employee Information section provides the following:
General Information- name, social security number, date of birth, group ID number, and current eligibility status.
Demographics - address and phone (home and work).
Insurance Coverages - shows the policy types the patient is covered under (major medical, dental, RX) and provides a link to the actual plan, if available.
Patient Preferred Pharmacy - shows the patient's preferred pharmacy to pick up prescriptions.
From the main Employee Information screen, you can also view the employee's benefit accumulators by clicking on the left navigation pane.
Tip: If an Insured ID number is associated with more than one person (e.g., in the case of a family), you will get back a list showing each insured family member and their relationship to the primary insured (employee). Click on the desired insured.