Insurance Profiles Overview

Insurance Profiles Overview

Insurance Profile

An Insurance Profile represents all responsible parties in the order they are used. Each Profile contains all the Insurances the patient has at that time.
  • Primary
  • Secondary
  • Tertiary

Self Pay Profile

The Self Pay Profile represents Patient Responsibility.

DME

For adding a DME Insurance Profile, see Durable Medical Equipment (DME).

The Insurance Profile is Grayed Out on the Modify Charge screen

  1. A Payment may be posted on this Encounter, or
  2. The Charge is in a Closed Period.
Go to Insurance Management to make changes to the Insurance Profile for this Encounter.

Learn More

  1. Insurance Management

  2. Insurance Policies

  3. Default and Active Insurance Profiles

  4. Add/Modify Insurance Profiles on an Existing Patient

  5. Modify the Policy Holder Information

  6. Move Existing Encounters to a New Insurance Profile

  7. Delete an Insurance Profile

  8. Expire an Insurance

  9. Policies Not Part of an Insurance Profile

  10. Medicare Secondary Payer Reason (MSP)

  11. Use Plan and Product

  12. Add an Alternate Address to an Existing Insurance

  13. Default and Active

  14. Workman's Compensation Policy Profile


    • Related Articles

    • Insurance Management

      Insurance Management is used to manage a Patient's Insurance Profiles. The Primary, Secondary, and Tertiary Insurances are on one Insurance Profile. When the Insurance changes, a new Insurance Profile should be created. Insurance Management is ...

    • Insurance Policies

      A Policy represents an Insurance Card Insurance Policy number Group number Policy holder Copay Difference between Guarantor and Policy Holder The Guarantor is the person who is responsible for payment and is the person who will receive the Statement. ...

    • Add/Modify Insurance Profiles on an Existing Patient

      From the Patient Dashboard, select Insurance Management in the Active Policies panel. Select Add New Insurance Profile. Default is automatically checked. If this is not a default insurance, see Default and Active Insurances for more information. ...

    • Expire an Insurance

      Expire an Insurance What Happens when I Expire an Insurance Policy? Adding an Expiration Date to one policy expires the whole Insurance Profile. What should I do if the Patient has a new Secondary Insurance but the Primary is the same? If a Patient ...

    • Statements/Invoices Overview

      Statements/Invoices Overview Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Statement/Invoice Test Batch and ...