Add an Insurance Policy

Use the Insurance tab in the Medical panel to add an insurance policy to the account.

To add an insurance policy

1. In the Reference Panel navigation bar, click Available Panels and then click Medical.

2. Click the Insurance tab.

3. Click + Add.

Program Name: Name of the insured person's insurance program.

Employer Health Plan: Name of the employer's healthcare plan.

Group Number: Number that identifies the employer's group insurance plan.

Group Name: Name of the employer's group insurance plan.

Policy Number: Number that the insurance company assigned to identify the insured person's health insurance policy.

Coordination Number: Number that identifies the health insurance plan when a patient has more than one (for example, a primary and secondary healthcare plan).

Timely Filing Date: Deadline for billing the insurance company.

Additional Information: More information about the patient's health insurance.

Name: Insured person's name.

Insured Address: Insured person's street address line 1, line 2, city, state, postal code, county, and country.

Phone: Insured person's phone number.

Work Phone: Insured person's work phone number.

Insured DOB: Insured person's date of birth.

Employer: Name of Insured person's employer.

Gender: Insured person's gender.

SSN: Insured person's social security number.

Category: Type of insurance (for example, primary or secondary). The values available in the list box are based on what your organization defined using List Codes.

Carrier Name: Insurance carrier's name.

Carrier Address: Insurance carrier's street address line 1, line 2, city, state, postal code, county, and country.

Phone: Insurance carrier's phone number.

Carrier Fax: Insurance carrier's fax number.

Provider: Name of the healthcare provider.

Referring Provider: Name of the referring healthcare provider.

Accept Assignment: If selected, the healthcare provider agreed to accept assignment from the insurance provider.

Authorize Payment to Provider: If selected, the insurance provider authorized payment to the healthcare provider.

Patient Relationship: Patient's relationship to the insured person.

4. Complete the information and then click Save. The system adds a tab for the insurance policy on the Insurance tab in the Medical panel.

Related Topics

Medical