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. Edit 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


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