Practice users can add patient's insurance details using the insurance tab of the patient demographics.
To enter patient insurance/subscriber information:
| 1. | Start typing the insurance company name and select using the drop-down options. If you don’t see the insurance you are looking for, you need to enter it in the Active Payer List from the “Administration” section. |
Note: For more information on this topic, please refer the Administration section.
| 2. | Select the Priority from the drop-down. |
| 3. | Enter policy/group number, group name, effective start and end dates, and any deductibles or copays associated with that insurance policy. |
| 4. | Enter the Plan Name, if any. |
Note: Details recorded in the Plan Name field are printed in the box 9d on the HCFA form and transmitted through 837 file.
| 5. | Select the percentage of Co Insurance from the drop-down. |
| 6. | Select Insurance Type code from the drop-down. |
| Note: You can add multiple secondary and tertiary payers. |
| 7. | Enter Subscriber and Contact Details. If the patient is the same as the subscriber or the contact, select the “Copy Patient Details”/“Copy Patient’s Contact Details” check box to avoid reentry. |
The insurance information the user has just associated with the patient will now display in a listing in the Insurance tab below the Patient Ribbon. A number of actions now become available to the user:
| 1. | Click the  icon next to the payer listing to edit patient insurance information, including adding an “End Effective” date if necessary. |
Note: This will return the user to the Insurance Details screen.
| 2. | Click the  icon next to the payer listing to deactivate the selected insurance company for the patient. Click “OK” to confirm the deletion of the policy from the patient file. |
| 3. | Clicking the  icon navigates user to the patient eligibility details screen. For additional information, please see the Verifying Patient Eligibility section below. |
| 4. | Click the copy authorization icon  to copy the authorization details from one payer to another payer. |
| 5. | Clicking the  icon will open a new window where you can browse for a scanned file or image of the patient’s Insurance Card for quick and easy access. |
Note: For further instruction, please see Attaching a Document.
The “Active” check box is preselected for the user to display only active insurance policies. To view the inactive insurance policies associated with a patient, click once in the box.
