The Insurance tab will provide an overview of the patient's primary and secondary insurance coverage. This information will be use to create claims, check eligibility and more.
How to add or edit insurance information
How to add or edit insurance information
1. From the Patient Profile, Click "Insurance"
2. Click Actions
3. Click "Edit"
4. Click the "Relationship to Patient" field.
5. Select Policy Holder Relationship
6. Select Insurance Company. If the insurance company needs to be added to the payer list go here.
7. Enter the "Policy Number"
8. If know the co payment amount enter the "Co-Pay"
9. If there is a annual visit limit, enter the visit limit here.
10. if applicable add "Visits Remaining"
11. Add any "Additional Notes"
12. Click "Save"
How to check insurance benefits
How to check insurance benefits
In order to leverage electronic insurance eligibility checks the following must be true:
The insurance is a known payer, previously added (with insurance ID) to the payer list. Learn more about payer list here.
You have enrolled with this payer for ERAs. Contact support for assistance enrolling with payer ERAs.
The payer provides electronic eligibility. Some insurance companies do not support electronic eligibility checks. For a full list of payers that provide eligibility go here.
1. From the patient profile click "Insurance"
2. Click "Actions"
3. Click "Run Eligibility Check"
4. Review Benefits
5. Edit the "Co-Pay" field.
6. If applicable edit "Visit Limit"
7. Optionally edit the "Deductible" fields
8. Click "Save Changes"
9. Click "Mark as verified"
10. Click "Mark as Verified"
11. Status will update to Verified
