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. Self Pay Profile
DME
The Insurance Profile is Grayed Out on the Modify Charge screen
- A Payment may be posted on this Encounter, or
- The Charge is in a Closed Period.
Learn More
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. ...
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 ...
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. ...
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 ...