Insurance & Eligibility · Patient Coverage
Adding Coverage #
Add coverage to the patient’s selected case when a verified insurance policy needs to be associated with that patient.
What to do #
- Find and verify the patient and case.
- Select the insurance company already configured for the practice when applicable.
- Enter the patient-specific member ID, group, subscriber, relationship, plan, and applicable dates.
- Place the policy in the correct coverage order.
- Save and review the case.
Verify before you finish #
- The policy belongs to the intended patient.
- The payer and member identifiers match the source.
- Coverage order is correct.
Important
The payer record and the patient’s policy are different records. Avoid creating a duplicate payer for one patient’s coverage.