Add a New Insurance for a Patient
This article also includes how to add a Responsible Account (Contact) to a patient record.
1. Click Insurances from the Patients tab
2. Click the Insurance button
3. Enter the appropriate information into each field > Choose a Plan Name if needed
By default, the "Plan Name" will default to "None". If a patient has a specific plan, make sure to select it. Sometimes plans have different addresses. To learn how to setup multiple plans see How to Add an Insurance Payer, Multiple Plans and Fee Schedule and CMS Defaults
4. Enter Valid Dates for the insurance
Valid Dates for an insurance affords a provider the option to add coding to the patient's exam chart for billing purposes
If the exam takes place within the payer's Valid Dates, that payer will be an available option to select in the exam template. If the exam occurs outside of the payer's Valid Dates, the payer will not be an available option to select for billing
5. Enter the Insured Party Contact. When selecting Self all the required fields will auto populate
6. If the patient is not the insured party, select a patient relationship (Responsible Party) from the drop down
If a link has been created on the patient record, you can also select the "Linked Accounts" field and select the name already in the file. How to Link Patients
7. Add the Name and demographic information. If address is the same as the patient use the "Address same as patient" button to pre-populate
8. Use the "Search Contacts" magnifying glass if the "Responsible Party" is already a patient or a contact in the database
9. Select the contact from the list of results or continue searching
10. The contact information is populated
11. Click Save
