Insurance Companies
How are billing rules applied?
Billing Rules are applied in a hierarchical order where the most specific setting will win for a given note. There are 4 Billing Rules Selections & 3 areas the billing rule may be set. Billing Rule Locations Global Settings - Located at "Settings" => ...
Insurance Verification
Patient's Chart: Verifying the Insurance Numbers from our billing team show that verifying insurance every 30 days pays for itself. 1. Upon adding a new insurance, if a verification date has not been established or the effective from date is not ...
Authorization Threshold - Auth required on visit #
This feature allows the user to set a threshold per insurance and per insurance policy. By default this threshold is set to 0 for "not enforced". To begin using this feature you may choose a default value on each insurance record. Visit Lists => ...
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: ...
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 ...
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 ...
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 ...