Submission Names
Patient's Name is Different on the Insurance Card
If the Payer requires a different name from the name in the System, a Submission Name can be added and attached to the Payer.
- In the Demographics Panel on the Patient Dashboard, select the Submission Names link.
- Select the Add button on the Submission Names screen.
- Insurance: Select the Payer from the dropdown.
- Enter the Name that is on the Insurance Card (First Name, Last Name, Middle, and Suffix).
- Enter an Effective Date.
- Save [F2].
In the example above, the Patient's name in the System is Bill Test Jr, but the BCBS Insurance Card shows him as William Test Jr. The Submission Name, William Test Jr, was added to BCBS which will be sent on the BCBS Claims, but other Payers' Claims will be sent as Bill Test Jr.
Submission Names on Patient Search
Submission Names will show on the Find Patient/Guarantor screen indicated by an asterisk.
In the Example below, Carol Test has a Submission Name setup for Medicare. The Chart Name and the Submission Name are listed.
Exclude Submission Names
You can also exclude Submission Names when searching for Patients.
In this example, the Exclude Submission Names checkbox is selected, and only the Chart Name appears in the list.
Submission Names on the Patient Dashboard
The Submission Name is on the Insurance line on the Patient Dashboard in the Active Policies Panel. It is designated with an asterisk.
Related Articles
Preferred Names
System Setting for Preferred Names The option to use Preferred names is controlled by a System Setting. The Preferred Name System Setting allows the Preferred Name to be used instead of the First Name for Statements, Notifications, Reminders, and ...Add/Modify Insurances in the Insurance Library
When adding Payers to the Insurance Library, the System automatically creates numeric Insurance IDs unless you have elected to create your own. Create Your Own Insurance IDs Go to Admin > System Settings > General > INSAUTOASSIGN > NO. For example: ...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 ...Credit Card Services Overview
This feature is only available for clients that have System merchant service integration in place. Credit Cards can be used for Patient Payments and Insurance Payments. Credit Card Setup System Setting for Electronic Processing Checkbox If you are ...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 ...