Adding an insurance policy

In addition to requesting insurance policy information through the insurance survey, staff can also easily add an insurance policy to a patient's record manually.


Here's how to add a patient's insurance policy to their record: 

1) Navigate to the patient record and select the Insurance tab. 

 

2) If the patient has any existing policies on file, they will appear here. To add a new policy, click the + icon. 

 

3) Enter all pertinent policy details. 

 

Note!

  • The payors that appear in the Payor drop-down list populate from your Payors database
  • Indicate specific plan names in the Insurance Plan/Program Name field. The text in this field is what will show when you are applying a policy to a transaction
  • The field Internal Name is designed for internal purposes. 
  • You can upload a photo of the patient's insurance card, and if you are using a mobile device, you will be able to take a photo using that device. 
 

 

4) Add insurance benefit information, including Policy End Date, Policy Maximum, Annual Deductible, and Remaining Deductible. 

To add discipline-specific benefits (like co-pay and co-insurance), click Add Benefit, select the discipline, and enter benefit details. 

 

5) Remember to hit Save! 

💡Pro-tip: 

Learn more about adding benefits to patient insurance policies here. 

 

 

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