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
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 Insurance ...Add/Modify Insurance Profiles on an Existing Patient
Add an Insurance Profile on an Existing Patient From the Patient Dashboard, click Insurance Management in the Active Policies panel. Click Add New Insurance Profile. Default is automatically checked. If this is not a default insurance, see Default ...Find Patient/Guarantor/Policy Holder
Skip to end of metadata Go to start of metadata To avoid duplicates, you should always search for a patient before Registering a new Patient Patient Search Click Patient on the Left Side Menu. Enter Search Criteria. Select Include Policy ...Insurance FAQs
Insurance FAQs Different Insurance How do I transfer/move a Charge/Encounter to another carrier/payer/insurance? How do I change a Secondary Insurance to the Primary? DME How do I add DME to an Active Insurance Profile? Expire an Insurance Policy ...Post an Insurance Payment Manually
Before posting, add an Insurance Receipt for the full amount of the check. Manually Post a Primary Insurance Payment Using the Receipt that was created for this payment, select the Post button. Enter the Encounter number preceded by an e (e1234) and ...