Tip #319 - Coverage Denied Check Box on Insurance Page

In prior versions of SmartAdvocate (prior to v2024), the only way to document whether coverage has been denied would be to enter an appropriate note on the Notes Page or document the information in the Comments Field on the Insurance Page. Neither option was particularly helpful since you would need to know that the coverage was denied if that information was entered on the Notes Page and the Comments Field on the Insurance Page is generally used to document other information.

With our newest release, we have added a check box on the Insurance Page to indicate “coverage denied” so the information is visible immediately once the page is displayed. Furthermore, the user does need to search among the Notes, etc. to find such critical information, as it should be consistently documented in the one location.

Please note, “Coverage Denied” and “Add to Total Coverage” (amount of insurance coverage available) are mutually exclusive. Both cannot be checked at the same time.