Create a New Insurance Record

Version 14.19
Path: Smart Toolbar > Register Button

Overview

In this section you will find instructions on adding an insurance to the patient record.

Add an Insurance Record

  1. To open the Patient's Insurance Record click on the Insurance button.
  2. Search for the patient in the Search box.
  3. Click on the Insurance tab   .
  4. Click the Insert Record button in the middle tool bar to start a new record.

Under the section Adding New Insurance Record, enter the following information in the red fields:

  1. Insurance Policy Holder - Click the dropdown button to select the relationship of the policy holder to the patient (e.g., first relative/guardian). If the policy holder has been entered in the patient's Contact record, their last and first name will appear in the dropdown.
  2. Sex - Click radio button to select the gender of the policy holder (not the patient).
  3. DOB (Date of Birth) - Depending on who the policy holder is this could either be the child's date of birth or parent.
  4. Patient Rel to guarantor - Click the dropdown button to select the relationship of the patient to the policy holder (e.g., child, self, mother, father, spouse, etc.).  

Patient Register: Insurance Record

  1. Insurance Carrier - Click the Insurance button  to select the insurance from the insurance carrier look up window.  

Insurance Record: Insurance Carrier

  1. Subscriber ID - Input the Subscriber ID number, Group number (if applicable), and Patient responsibility (if applicable).
  2. Copays - Enter any copay obligations.  

Insurance Record: Adding Subscriber Information/Copay Obligations 

  1. Enter any applicable policy information in the Policy Status section of the window, located in the upper right corner, as follows:
  • Status (Default is set to Active).
  • Validated
  • Effective
  • Terminated (not applicable when initially entered a new record).

Insurance Record: Policy Status

  1. Select the Financial Guarantor for the family and the Statement Method located at the top of the window using the dropdown.

        Insurance Record: Statement Method

  1. On the top part of the window, click in the Ranking field to view ranking options. Choose P- Primary, S- Secondary, T- Tertiary, or C- to clear the ranking. This will save the insurance policy for the patient. 

Insurance Record: Ranking

  1. Click the Red X buttonto close.
Version 14.10
Path: Smart Toolbar > Register Button

Overview

In this section you will find instructions on adding an insurance to the patient record.

Add an Insurance Record

  1. To open the Patient's Insurance Record click on the Insurance button.
  2. Search for the patient in the Search box.
  3. Click on the Insurance tab   .
  4. Click the Insert Record button in the middle tool bar to start a new record.

Under the section Adding New Insurance Record, enter the following information in the red fields:

  1. Insurance Policy Holder - Click the dropdown button to select the relationship of the policy holder to the patient (e.g., first relative/guardian). If the policy holder has been entered in the patient's Contact record, their last and first name will appear in the dropdown.
  2. Sex - Click radio button to select the gender of the policy holder (not the patient).
  3. DOB (Date of Birth) - Depending on who the policy holder is this could either be the child's date of birth or parent.
  4. Patient Rel to guarantor - Click the dropdown button to select the relationship of the patient to the policy holder (e.g., child, self, mother, father, spouse, etc.).  

Patient Register: Insurance Record

  1. Insurance Carrier - Click the Insurance button  to select the insurance from the insurance carrier look up window.  

Insurance Record: Insurance Carrier

  1. Subscriber ID - Input the Subscriber ID number, Group number (if applicable), and Patient responsibility (if applicable).
  2. Copays - Enter any copay obligations.  

Insurance Record: Adding Subscriber Information/Copay Obligations 

  1. Enter any applicable policy information in the Policy Status section of the window, located in the upper right corner, as follows:
  • Status (Default is set to Active).
  • Validated
  • Effective
  • Terminated (not applicable when initially entered a new record).

Insurance Record: Policy Status

  1. Select the Financial Guarantor for the family and the Statement Method located at the top of the window using the dropdown.

        Insurance Record: Statement Method

  1. On the top part of the window, click in the Ranking field to view ranking options. Choose P- Primary, S- Secondary, T- Tertiary, or C- to clear the ranking. This will save the insurance policy for the patient. 

Insurance Record: Ranking

  1. Click the Red X buttonto close.