Insurance Ranking Rule

This rule provides a way to specify the rank of the insurance code. Rank indicates the sequence or priority of the insurance code and is Primary, Secondary/Tertiary or blank for no rank. Insurance codes with the Secondary rank may be used for either the patient’s secondary or tertiary insurance.

Specification of an insurance code rank and assignment of the insrank permission to a user limits the insurance codes that may be assigned as a patient’s insurance.

An insurance code may only be assigned according to its rank or priority. A primary insurance code may only be assigned as a patient’s primary insurance, etc. when the insrank permission is in effect.

If an insurance code does not have a rank, it may be assigned as a primary, secondary or tertiary insurance, even if the insrank permission is assigned to the user.

To activate this rule, you must:

• assign permission insrank to a user group.
• assign a rank to an insurance code using the FO_Ins.Ins_Rank field. See FO_INS for more information about field definitions and allowed values.

Any user with the insrank permission may only assign an insurance code that has the same rank, or no rank, as the field for which the insurance code is being entered. That is, only a primary, or an unranked, insurance code may be entered as a patient’s primary insurance code.

If a user does not have the insrank permission, that user may assign any insurance code for any patient insurance; primary, secondary or tertiary.

A patient demographic may contain insurance code entries applied by a different user who was allowed to apply any insurance in any sequence. Therefore, the ranking rule is only applied when a new insurance is being selected for a patient.

Note: Ranking only applies to the patient demographic screen. This rule will not affect previously assigned insurances, insurances not(???) assigned by interfaces or insurances assigned by users with the right to assign any insurance.