Patient Menu - Insured Information (Adding/Managing Insurance on Patient Record)

In the Patient Menu, underneath your Dashboards at the top you will see

Insured Information. This is where you can Add, View, Manage Insurance for a patient.

Click Add First Insured to add Payor to patient account.  Will be in middle as shown above if no previous payors, or upper left corner if previous payors for this patient exist. You will get a summary view when patient has/had insurance:

Drop down Payor Name to choose a Payor from your Payor list.

• If you don't see the Payor listed, you will need to first Add to your Payor List
• When you drop down the Patient's Relationship to Insured and Check "Self", the system will automatically pull patient demographics into the contact fields that are known.
• Then all you have to do is enter your Insured's ID#
  • You can Paste or Control + V if you have the number already copied from a completed patient form where you asked for that data
  • You can verify the number with Patient Insurance Card on file
  • Click SAVE when finished

If you need to Inactivate an insurance on a patient file, you can open this card up and click the radio button next to Inactive and Save.

Patient's Condition Related to is Box 10  a-c on HCFA 1500