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Insurance Management
Insurance Management is used to manage a Patient's Insurance Profiles. It is located on the Patient and Encounter Dashboards in the Active Policies panel and on the Add/Modify Appointment screen. Responsibility is established by the order that the ...
Insurance Dashboard Overview
Insurance Screen Libraries > Insurances Use the Filter Criteria to find an Insurance or Type of Insurance. Example: Find all of the Workers' Comp Insurances Using the Type Filter, select Workers' Comp. Select the Search button. Add an Insurance to ...
Add/Modify Insurance Profiles on an Existing Patient
Add an Insurance Profile on an Existing Patient From the Patient Dashboard, click Insurance Management in the Active Policies panel. Click Add New Insurance Profile. Default is automatically checked. If this is not a default insurance, see Default ...
Eligibility FAQs
Eligibility FAQs Why is my Eligibility Verify link grayed out? If the Verify button is gray, there is a reason that Eligibility could not be checked. Hover over the Verify button to see the reason. Example: "This payer may not participate in ...
Create an Insurance Receipt
Payment Posting can be accessed from several places using one receipt to post an entire check amount to multiple Encounters. Create an Insurance Receipt Create the Receipt using one of the following methods: Type 'nr' in the Navigation Box or Select ...