Insurance Contact Information and Notes
To help simplify the process of confirming patient benefit information, you should enter contact information. You may also enter notes that are specific to the insurance verification process. The fields on these screens have been developed to meet insurance requirements of various organizations. Use them to enter information, or not, in whatever manner suits your workflow.
- Do one of the following
- As part of new patient registration, click the Insurance tab once the patient and case demographic screens have been completed.
- Select Demographics > Patient Demographics from the Main menu, select the appropriate patient to edit, and the click the Insurance tab.
- Once you have opened the Insurance tab. Either
- Click New as part of a new patient entry
- Click Edit in the line item for the case appropriate to your current need.
- Complete the data on the Plan Information screen, and then click the Contact Information and Notes tab.
- Complete the contact information according to the following definitions descriptions:
- Click Save to complete the insurance portion of patient demographics. You will be returned to the Insurance tab.
- Click Save to complete the patient entry.
Benefit Contact: Enter the name of the contact at the providing insurance company, or other relevant descriptor of the patient’s medical insurance company.
Benefit Phone: Enter phone number (including an extension up to 5 digits) of the patient’s medical insurance company.
UR (utilization review) Contact: If available, enter the name of the UR contact. This person is generally an external reviewer who evaluates the medical necessity, efficiency, and/or appropriateness of healthcare services and treatment plans.
UR Phone: Enter the phone for the UR contact.
Notes: Enter any relevant notes regarding the policy, review, coverage, etc. This field should relate to information specific to the insurance verification process or the patient's policy.
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