How to Validate Insurances for the First Time

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Validate Insurances for the First Time

Follow these steps to validate the insurances for the first time after being added:

1. Go to Schedule.
2. Enable Tracking View.
3. If you do not see the insurance, click Update Ins. Invalid insurances are marked with Error: Policy inactive, invalid, or not specified. In this case, you need to correct the insurance.

   

Insurance Validation Troubleshooting

Follow these steps to correct the insurance:

1. If the insurance is empty and does not appear, uncheck the Hide Inactive flag.

   

2. If the Insurance carrier is unknown (UNK), enter the right abbreviation for the payer.

   

3. Click the Validate button at the top.
4. Review the changes when prompted. These can include:
   • Name
   • DOB
   • Co payment amount
5. Verify that the following conditions are met:
   • Make sure the status is active.
   • Enter the Ranking:
   • P: Primary
   • S: Secondary
   • T: Tertiary

     

6. Accept VFC Eligibility prompt.
7. Make sure to set the Guarantor/Statement Method.
8. Update the family contacts if empty, and then you can select the guarantor.