Create Insurance Window

Overview

The Create Insurance window...UPDATE!

How to Get Here?

To open the Create Insurance window:

From the Menus:	Via Shortcut Keys:
From the Create Account / Insurance tab or Create Person / Insurance tab, click Add from the Active Insurance section	From the Create Account / Insurance tab or Create Person / Insurance tab, press [Alt] + [A]

Field	Type	Required	Description
Payer		Yes	The name of the company that owns the plan to which claims are submitted.
Insurance Plan		Yes	The name of the plan to which claims are submitted.
Subscriber Type			UPDATE
Subscriber Name
Subscriber ID		Yes	The person who owns the insurance coverage.
Coverage Confirmed
Member ID		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		No	The unique number issued by the payer to the owner of the insurance policy.
Patient Relationship to Subscriber	Drop Down
Referral Numbers			Get info on this.

Button	Shortcut	Description	Step by Step Guides
Add	[Alt] + [A]	To add ???	Adding ???