Mark an Insurance Policy as Pending
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.
Uncheck the User Permission to force the Pending Checkbox to be checked during Patient Registration.
- Admin > Permissions > Patient > Patient Registration > Assign Insurance to Policy
The Insurance ID "Pending" is fully reportable after it has been used.
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].
Learn More
Add/Register a New Patient
Insurance Profiles Overview
IDology Direct Scanning
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