Use this task to record insurance information for new and existing persons who are patients, guarantors, or subscribers.
Step | Instructions | Additional Information | |
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1 | From the Create Insurance window, in the Insurance Information section, open the Payer drop down list and select the company providing insurance coverage. |
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2 | Open the Insurance Plan drop down list and select the plan providing insurance coverage. |
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3 | Open the Subscriber Type field and select the subscriber type. | ||
4 | Open the Subscriber Name drop down list and select the subscriber. |
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5 | Enter the number issued by the payer for the person covered by the plan in the Subscriber ID field. | ||
6 | Enter the number issued by the payer for the person covered by the plan in the Member ID field. | ||
7 | (Optional) Enter the number issued by the payer that identifies the company participating in the plan in the Group ID field. | ||
8 | Open the Patient Relationship to Subscriber drop down list and select the relationship of the subscriber to the patient. |
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9 | Select the Coverage Confirmed checkbox if the insurance has been verified. | ||
10 | (Optional) Enter the insurance Effective Date. | ||
11 | (Optional) Enter the insurance Expiration Date. | ||
12 | If applicable, add referral numbers:
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13 | Click Save to save and close the window. |
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Not applicable for this topic |