Overview
The Create Account page is comprised of two tabs:
The Insurance tab is used to record insurance information for the patient, guarantor, or subscriber for which you are creating an account.
There are two sections to the page: Active Insurance and Inactive Insurance.
Field Definitions
Field | Type | Required | Description |
|---|---|---|---|
| Rank | Display Only (pulled from created/updated Insurance) | Yes | The order in which the payer has financial responsibility when there is more than one payer, for example, primary, secondary, tertiary 1, and tertiary 2. Each payer is identified by a number from 1 to 3, indicating the rank of the payer. The following numbers are used:
|
| Payer | Display Only (pulled from created/updated Insurance) | Yes | The name of the company that owns the plan to which claims are submitted. |
| Plan | Display Only (pulled from created/updated Insurance) | Yes | The name of the plan to which claims are submitted. |
| Payer ID | Display Only (pulled from created/updated Insurance) | Yes | The unique payer identification number. |
| Subscriber ID | Display Only (pulled from created/updated Insurance) | Yes | The identification number of the insurance owner. |
| Member ID | Display Only (pulled from created/updated Insurance) | Yes | The unique number issues by the payer to identify the patient who participates in a group plan. Member IDs and Subscriber IDs can be the same or a different number based on whether the insurance company issues separate number to identify its participants. The member identification number is used by some payers to differentiate between the employee and the participating dependents, for example 00 might identify the employee and 01 might identify the spouse of the employee. |
| Group ID | Display Only (pulled from created/updated Insurance) | Yes | The unique number issued by the payer to the owner of the insurance policy. |
| Effective Date | Display Only (pulled from created/updated Insurance) | No | Date field used to designate the insurance effective date. |
| Expiration Date | Display Only (pulled from created/updated Insurance) | No | Date field used to designate the insurance expiration date. |
Button Descriptions
Button | Shortcut | Description | Step by Step Guides |
|---|---|---|---|
| Active Insurance Section | |||
| Add | [Alt] + [A] | To enter the details for the patient's insurance. | Adding Insurance |
| Update | [Alt] + [U] | To modify the details for the patient's insurance. | Editing Insurance |
| Expire | [Alt] + [X] | Moves the payer from Active Insurance to Inactive Insurance. Option is used to expire insurance coverage when it is no longer valid for a patient. | Expiring Insurance |
| Inactive Insurance Section | |||
| Reactivate | [Alt] + [R] | Make the insurance active for billing and updating. Moves the payer from Inactive Insurance to Active Insurance. | Reactivating Inactive Insurance |