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

The Insurance is grayed out on the Charge screen if

• A Payment is posted on this Encounter.
• The Charge is in a Closed Period.

See Add/Modify Insurance Profiles on an Existing Patient to make changes to the Insurance Profile for this Encounter.

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Insurance Management

Insurance Policies

Default and Active Insurance Profiles

Add/Modify Insurance Profiles on an Existing Patient

Modify the Policy Holder Information

Move Existing Encounters to a New Insurance/Self-Pay Profile

Delete an Insurance Profile

Expire an Insurance

Policies Not Part of an Insurance Profile

Medicare Secondary Payer Reason (MSP)

Use Plan and Product

Add an Alternate Address to an Existing Insurance

Default and Active

Workman's Compensation Policy Profile