Add Original Reference Number/ICN

Q: How do I add ICN or Original Reference Number

1. Open the Scheduler Workspace

Go to the SOAPware menu, then click Schedule.

2. Open the Patient Account

2. Open the Patient Account

1. Click on the Billing menu, then select Patient Account.

2. Search for and select the patient using the Chart Rack.

3. Open the Claims Tab

3. Open the Claims Tab

Click on the Claims tab within the patient account.

4. Select Claim

To add ICN and resubmit a claim, double-click on the claim line.  This will open the Claim Details for the selected claim.

5. Click More Info

5. Click More Info

Click More Info button to open claim level details

6. Click the Misc Details Tab

6. Click the Misc Details Tab

Click to open Misc Details tab to enter ICN/Original Reference number.

7. Add Original Reference Number/ICN

7. Add Original Reference Number/ICN

1. Click inside the field and type original reference/ICN.

2. Click to view insurance policy information from patient's insurance demographics.

3. Click to highlight and select payer that assigned ICN.