Patient Insurance Overview

Depending on the patient and business workflow in your organization, insurance information may be entered on patient intake (scheduling) or at a point after the patient's arrival. Either way, associate insurance plan information with the patient on their Insurance tab patient demographics and then assign the appropriate plans to the relevant cases.

NOTE – Insurance data entry consists of (a) associating existing carrier and plan combinations with a patient record and (b) then entering the patient-specific information for the given plan type. Insurance carriers and plans are entered separately in Data Maintenance > Insurance Maintenance > Insurance Carriers and Insurance Plans.
  1. Navigate to the patient data entry screens using one the methods described in the Patient Demographic Overview topic.
  2. Once patient demographics are complete, click the Insurance screen.

    3. This Insurance screen is set up as a table that lists the current insurance plans by ID, Start Date, and End Date (note that new patients will show only the header information).

  3. Click Add in the bottom right of the list . The Insurance Plan Search screen will appear. This screen is composed of a carrier sort field and the plans currently associated with the selected carrier.
  4. Click the drop-down in the Insurance Carrier field and make the appropriate selection. The list will refresh with the plans that have been associated carrier.
  5. Click the appropriate plan and then click the Select button. The New Insurance record for [patient last name, patient first name] screen will appear.

    6. Alternatively, if the carrier-plan that you require is not in the system, click New on the Insurance Plan Search screen to create it. The Edit Insurance Plan screen will appear in a new tab. Complete the screen according to the associated Help for that screen, and then click the tab where you were editing the patient information to complete the insurance selection.

Patient insurance is composed of:

Use the definitions and descriptions provided by the linked topics to complete the insurance screens. Though none of the information on these screens is required by the program, administrators in your organization may have configured some as required.