Description
Displays the patient's insurance information. (Primary and secondary insurance coverage.)
Access
Through Main Menu
- Click on the Patients button, in the Main Menu.
- Select a patient and then click on the Insurance tab, located on the right side of screen.
Through QuickLinks
- Click on the QuickLinks text, located at the top of the screen in Main Menu and select the Patients option.
- Once in the Patients screen, select a patient and then click on the Insurance tab, located on the right side of screen.
Through Appointments
- Click on the Appointments button, located in Main Menu.
- Once in the Appointments screen, select patient and then click on Patients Details button, located in the Side Panel section.
- In the Patients screen, click on the Insurances tab, located on the right side of screen.
- Use the Pin to lock the screen as expanded or remove to collapse.
Tab Sections
Primary: Primary Health Plan
- Payer: Select the insurance company. Press on the pencil icon toadd or modify entries.
- Plan: Select the plan. Press on the pencil icon toadd or modify entries.
- Contract: Contract number.
- Group: Enter group ID, if required.
- Start Date: Add the start date.
- End Date: Add the end date.
- Exp: Add expiration date.
- PCP (Primary Care Physician): Primary Care Physician Check if the plan is a Capitated model.
- IS Primary Insured: Check to identify the patient as the plans primary insured (policy holder).
- Other Relation: Identify the relationship to the primary insured (i.e. Spouse, Child, etc.).
- Insured Details
- DOB: Date of Birth
- First Name: Write the primary insured First Name
- Middle Initial: Write the primary insured middle name.
- Last Name: Write the primary insured last name.
- ID/SSN: Write the primary insured social security number or identification number.
- Contract Number: Write the primary insured contract number.
- Phone: Primary insured phone number.
- Address: Write the primary insured address.
- Insurance Card: Add or delete the insurance plan image.
- Secondary: Same as above for any secondary coverage.
- History: Stores the history of previously stored insurance coverage information.
Note: Historical insurance records, can be reset to the primary or secondary coverage areas, by a right click and selecting the appropriate option: Set as Primary or Set as Secondary.
Recommended Article:
- FAQ's: Patients / Insurances