Patients · Patient Insurance
Coverage Effective Dates #
Coverage effective dates record the period associated with a patient’s insurance information. Dates stored in Phoenix should reflect the information available to your practice, but stored dates alone do not prove current benefits.
Before you begin #
- Verify the patient and policy.
- Use the coverage information available from the payer, card, or another approved source.
- Check the date of service when investigating a billing issue.
What to do #
- Open the patient’s case and insurance section.
- Review the coverage dates associated with the selected policy.
- Enter or correct the applicable effective or termination dates when supported by your source.
- Confirm the dates belong to the correct coverage level.
- Save the patient record.
Verify before you finish #
- Start and end dates are not reversed.
- Dates belong to the intended payer and policy.
- The date of service falls within the period you intended to record.
Important
Stored dates are not a substitute for eligibility. When current benefits matter, use the approved eligibility workflow and review the payer’s response.
Related information #
When the same information affects insurance, scheduling, or billing, review the patient’s current case and the related Phoenix Help articles before changing unrelated records.