Unassigned Benefit Info Records Reports

When the system is unable to automatically assign a practice ID to a record, that record will not display on the Benefit Info window of the Insurance Maintenance when the Universal Preference > System Level Benefit Info preference is set to False.

To assign a record to your practice, you can use one of the Unassigned Benefit Info Records reports. These reports are Financial Information Records and Eligibility and Benefit Records.

Both reports include a drill down function that allows you to assign the current practice to a single record or to all records on the report. Assigning records to a practice can be done from the Eligibility and Benefits Records report or the Financial Information Records report found in the reports menu under System > Data Maintenance > Unassigned Benefit Info Records.