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.
- Acceptable file formats for insurance card upload are png, jpg, and gif.
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.