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