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Insurance Modifiers and Billing Rule
Insurance List: Where to go? 1. Users will need to navigate to the Insurance Companies menu. Once under Insurance Companies the user can either A. Search for the insurance Or B. Click on ...
Manage or Create a Insurance
*A insurance must be created in the system before adding the insurance to the patient's chart. Patient's Chart: Creating a New Insurance: Where to go? 1. Users may manage their insurances under List->Insurance Companies. 2. Once under Insurance ...
Creating a Self Pay/Private Pay "Insurance"
Insurance List: Where to go? 1. Users will need to navigate through List->Insurance Companies. 2. Once under Insurance Companies, Click create to add Self Pay Insurance Settings 1. Input a name such as "Self Pay" so that users are able to distinguish ...
Deleting a Insurance From a Patient's Chart that Contains Notes.
Deleting a Insurance from a patient's chart *If there is a active note on file and the user needs to delete a insurance, the "Effective from" date will need to be changed 1. Click edit to change the effective from date Edit Insurance: 1. The ...
Eval/Progress note due (Days) and (Visits) Set up for warnings
Insurance Companies Progress note reminders can be set up within the insurance setting. 1. This can be found by going to List -> Insurance Companies. 2. After navigating to the insurance list, select the insurance code or search to proceed to the ...