Lock Coinsurance, Copay, And Deductible

This guide will show you how to Lock Co-pay, Co-insurance, and Deductible amounts to avoid them being updated by auto verification. This will enable a user to enter these manually and block verification of benefits from changing this amount

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From the Navigation Bar Select Client iQ

‍Select or Search for your client using the search box

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On your client’s profile, select the Pencil Icon to open the Profile Editor

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Navigate to the Financial & Insurance Info tab

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Scroll down until you see the Co-insurance, Co-pay, and Deductible fields 

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Enter the amount you want to set as the client's Co-insurance, Co-pay, and Deductible. 

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Check the Lock box to stop the auto-verification from updating these fields. Ensure you scroll down and Save Changes

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