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 Insurance ...

    • 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 ...

    • 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 ...

    • Add/Modify Insurances in the Insurance Library

      When adding Payers to the Insurance Library, the System automatically creates numeric Insurance IDs unless you have elected to create your own. Create Your Own Insurance IDs Go to Admin > System Settings > General > INSAUTOASSIGN > NO. For example: ...

    • Default and Active Insurance Profiles

      Add a Default or Active Insurance Profile Default Profile: When adding an Insurance Profile, Default is already checked. The Default Profile is automatically assigned to all new Encounters, but can be overridden when adding an Encounter. Active ...