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Overview

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Info

The Plan: New and Plan: [name] pages pages are comprised of eleven of twelve tabs:

The Other Insurance Codes tab enables adding codes to uniquely identify other insurance plans for payers who require them.


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titleHow to Get Here?

To open the Other Insurance Codes tab for new plan:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Payers & Plans from the Admin list 
  2. Click Create Plan
  3. Click the Other Insurance Codes tab
  1. Open the Admin menu and select Payers & Plans
  2. Click Create Plan
  3. Click the Other Insurance Codes tab
  1. From the Payers & Plans page, press [Alt] + [P]
  2. Click the Other Insurance Codes tab
 


To open the Other Insurance Codes tab for existing plan:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Payers & Plans from the Admin list 
  2. Select the plan to be modified
  3. Click Update*
  4. Click the Other Insurance Codes tab

*Alternate Navigation: Double-click the plan from the list

  1. Open the Admin menu and select Payers & Plans

  2. Select the plan to be modified

  3. Click Update*

  4. Click the Other Insurance Codes tab

*Alternate Navigation: Double-click the plan from the list

  1. From the Payers & Plans page, select the plan to be modified
  2. Press [Alt] + [U]
  3. Click the Other Insurance Codes tab



 

(Click an image below to enlarge.)

Plan: New Page / Other Insurance Codes Tab

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Plan: [name] Page / Other Insurance Codes Tab

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Field Definitions

Field

Type

Required

Description

Insurance Plan

Display Only

(Pulled from system list of Insurance Plans)

Yes

The name of the insurance plan.

CodeFree TextNoThe code from the payer that uniquely identifies the insurance plan.