Mark an Insurance Policy as Pending
Mark an Insurance Policy as Pending 4.6
Note: Do not use the Lookup icon to mark an Insurance Policy as Pending.
- There is not a record for Pending Insurance in the Insurance Library.
Front desk staff does not always have the necessary information to complete an Insurance Policy during Patient Registration.
- Mark the Profile as Pending to obtain and update the appropriate information after Registration.
- Charges that are attached to a Pending Insurance must be saved as Incomplete.
- The Insurance ID "Pending" is fully reportable after it has been used.
Site Admin: Uncheck the User Permission to force the Pending Checkbox to be checked during Patient Registration.
- Admin > Permissions > Patient > Patient Registration > Assign Insurance to Policy
Pending Checkbox
The Pending Checkbox marks an Insurance as Pending.
- The Insurance field will populate with Pending and become grayed out until Pending is unselected.
- If you do not have a Policy Number, use a zero in the Policy field (or a character of your choice).
Scanned Insurance Card with Missing Information
If an Insurance Card is scanned without inputting an Insurance ID and/or Policy, the Insurance will be marked as Pending.
Update the Insurance
When the correct Insurance information is obtained, use the Pending Insurance entry in Insurance Management to add the information.
- On the Patient or Encounter Dashboard, select the Insurance Management link.
- Select Pending.
- Pending will now be unchecked automatically.
- Select the Insurance, enter the Policy number and any other pertinent information.
- If you use iDology Direct Scanning, the Insurance Card can be scanned.
- Select Save [F2].
Update the Insurance on a Case
- If a Pending Insurance is attached to a Case, it will update automatically on the Case when the Insurance is updated with the correct information.
Learn More
Add/Register a New Patient
Insurance Profiles Overview
Insurance Management
iDology Direct Scanning
Insurance Policies
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