Insurance Demographics Tab
Display of the patient's insurance policies
Patient Insurance Policies
1. Primary Insurance Policy
2. Secondary Insurance Policy
3. View: Displays details of the patient's insurance policy
4. Scanned Insurance Card(s): Display as tabs on the Insurance tab for reference.
Adding a New Insurance Policy
Click the Add New Policy button.
Required Fields if Relation to Insured is Self
Insured Information Relation to insured will default to Self, with most information automatically populated with data from patient demographics. Complete the remaining policy information as it appears on insureds ID card and click Save.
Relation to Insured is other than Self
If Relation to insured is changed, all data from patient demographics is cleared and information can be manually added or can be added by clicking on the Select Guarantor icon, if the insured has been added to Payer/Non-Patient Accounts. Complete policy information exactly as it appears on insureds ID card.
Medicare Secondary Payer Insurance Policy Setup
If patient has Medicare as a secondary policy, the Medicare Secondary Type must be specified. This option will be added to the Secondary Policy in patient Insurance demographics tab.
Click the drop down arrow to select the appropriate code/reason Medicare is not the primary payer
Check Insurance Eligibility
Click Check Eligibility Button to download patient insurance eligibility. Download will begin automatically