Stop the auto save when you open a patient's insurance plan and search for a different one to see that plan's options. It saves it to the one you were looking at, then when you go to their past claim to find the group number so you can find their correct plan, it says it is no longer attached to that patient and doesn't provide the group number. I should be able to look up any plan through the patient's file without it auto changing to the plan I am looking for. A lot of patients want to know coverages before changing their policies.
Guest
100% - this change was unnecessary and is a complete pain to deal with.