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.