Billing and Treating provider is set per the case in the patients file, and changes to these settings do not apply to charges that have already been posted to the account.

They can also be changed per charge in the patients ledger, under the other tab when editing the charge.   Right click on the charge and select Edit.

The Edit window opens.  Select the Other Tab and select the correct Billing and/or Treating Provider.

Changes in a patient's insurance card info should be recorded in the patients file, Insurance tab, and the corresponding policy. Edit the policy, enter in new information, and make sure to make the changes effective through dates of service, indicating when the change in information is applicable.

  The old number will still appear on the bills that have already been submitted.