Patients · Patient insurance

Adding Insurance to a Patient #

Insurance is attached to the patient’s selected case in the Primary, Secondary, or Tertiary Insurance section.

Keyboard shortcuts: In a form, press F2 to save and Esc to close. In a lookup field, press F3 for Lookup, Insert for Quick Add, or Ctrl+E for Quick Edit. On data-entry-heavy screens, press Ctrl+↓ for the next layout group or Ctrl+↑ for the previous layout group.

Attach the insurance record #

1. Find and verify the patient.
2. Select the correct case.
3. Open the appropriate insurance section.
4. Use the Insurance lookup to select an existing company.
5. Select the plan when applicable.
6. Enter the insurance ID, group information, subscriber information, and applicable dates.
7. Review billing and assignment settings.
8. Select Save Patient.

Insurance record versus patient coverage #

The Insurance setup record contains payer-level information for the practice. The patient case stores that patient’s policy, subscriber, plan, coverage order, and coverage details. Do not create a new insurance company when the payer already exists.

Verify before saving #

• Payer name
• Member ID and group number
• Subscriber
• Coverage order
• Intended patient and case