At times, it may be necessary to adjust the waiting period for insurance plans. This can be done by accessing the Plan within Practice Settings, where you can modify the waiting period directly. Let's explore how to do this.
Access and Edit Waiting Period
- Navigate to your System Menu > Practice Settings > Insurance Manager > Plans.
- Click the intended Plan listed on the grid and open it.
On the View Plan Details pop-up that appears,
- Click Coverages on the very left.
- Click Edit to make the changes to the Plan's Waiting Period.
- Enter the Waiting Period.
- Click Save.
- Click Save for this Plan to apply changes only to this instance, overriding the template mapping.
- Click Save as new template to create a new template and map this instance to it.
| Note: You will need to add the waiting period by category, as a plan-wide waiting period must be set up when the plan is created. |
| Note: The waiting period changes you have just made will be reflected in this specific plan for all patients. |
Practices can use this guide to gain insight into changing waiting periods for plans within Carestack.