Registration Staff - How to update insurance when a new policy year starts

Blue Cross Blue Shield has made significant changes in the policy numbers for their products. When you encounter a patient who has had a policy number change, please use this tip sheet to update the patient’s registration information. The existing insurance plan should not be changed to reflect the new information!

View details in this Tip Sheet (Intranet link).

In addition, when a new policy year starts, many insurances update the effective date of the plan to be the current plan year. Within Epic@UNC, the effective date of the policy should never be updated to reflect only the current plan year. The plan should reflect the date the patient obtained coverage with that plan/policy number.

Thank you for your attention to this very critical information. If you have questions, please discuss with your supervisor. Supervisors with questions can address them to or

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