| Policy Nbr | Displays the insured’s details. |
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| Card | A push pin icon in the Card column appears when an insurance card image is available. Hovering over the push pin displays the date the last card was attached. Selecting the push pin opens the Insurance Maintenance window. |
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| Auth | A push pin icon in the Authorization column appears when authorizations are attached. Hovering over the push pin displays the effective date, expiration date, and number of encounters remaining for the current authorization. Selecting the push pin opens the Insurance Maintenance window. |
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| Ref | A push pin icon in the Referral column appears when referrals are attached. Hovering over the push pin displays the effective date, expiration date, and number of encounters remaining for the current referral. Selecting the push pin opens the Insurance Maintenance window. |
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| Patient Insurance Tree | Displays the patient icon and label. Active and non-expired insurances appear as a yellow folder, while expired insurances appear with a red X sign over the yellow folder. Hidden insurances do not appear. Non-hidden employer insurances also appear in the patient tree with an employer icon. |
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| Relationship Insurance Tree | Displays linked relationships with icons and names formatted as last name, first name middle name (relationship). Active insurances appear as yellow folders, expired insurances appear with a red X sign over the yellow folders, and hidden or inactive insurances do not appear. Employer insurances that are not hidden appear with an employer icon in the relationship tree. |
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| Benefit Info | You can see the Benefit Info column in the Insurance Listing section. A push pin appears when eligibility and benefits or financial information entries are made in Ins Maintenance for the selected insurance. Hovering over the push pin displays entry dates, and selecting it opens the Benefit Info tab. |
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| Detail 2 | Available in the Insurance Listing section. A push pin appears if there is data in the Detail 2 tab for the selected insurance. Hovering over the push pin displays the coverage, plan code, and sex. Selecting it opens the selected insurance's Detail 2 tab. |
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| Eligibility | Available in the Insurance Listing section. A push pin appears if there is an eligibility request in the Eligibility tab for the selected insurance. Hovering over the pin displays the request date and status. Selecting it automatically opens the Eligibility tab for the selected insurance. |
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| Note | Available in the Insurance Listing section. A push pin appears if a note is entered in the Note field for the selected insurance. Hovering over the push pin displays the insurance note. Selecting it automatically opens the Note tab. |
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