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.



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