Adding/Removing Insurance Information

This module will discuss how to add and remove insurance information.

Insurance Information• For households, the insurance information

must be added on the household edit page & the ‘Save & Third Party’ page.

• For patients not in household, the insurance information can be added on the registration page.

Scenarios

• Adding Insurance info to Household• Delete Insurance info from Household• Adding Insurance info to Patient • Delete Insurance info from Patient

Scenario #1

• Adding Insurance info to Household

On the Household member page, click the ‘Edit’ button.

Under Primary Insurance, click the ‘Add’ button.

A line will open up to enter the insurance information. If more need to be added,

click the ‘Add’ button again.

Begin typing the Insurance name, and a drop-down will appear. You must select the Insurance name from the drop-down.

Once the information is entered, click the ‘Save’ button.

You will be returned to the Member page.

Click the ‘Save & Third Party’ button

You will now be on the Third Party Liabilities page. It should show the insurance company that you entered.

Scroll down to the Household Members at the bottom of the page.

Check the box next to the patient you want to add information too.

Click the drop-down for the Primary Ins. Subscriber. Drop-down will only have those

that were entered on the household edit page.

Select the Relation to Subscriber from the drop-down.

Enter the Ins Mem # if needed.

Then click the appropriate ‘Save’ button.

Important Information

• Make sure the Insurance information is added to both the household edit page and the ‘Save & Third Party’ page.

Scenario #2

• Delete Insurance info from Household

Start by going to the Household Member page.

Scroll down to the members, and click the ‘Save & Third Party’ button.

On the Third Party page, scroll down to the members.

Check next to the patient that needs to have Insurance information removed.

You will need to removePrimary Ins. Subscriber

Sub RelatIns Mem#

To remove Primary Ins. Subscriber, click the drop-down and select the blank line.

Do the same with Sub Relat.

If an Ins Mem # was entered, make sure you remove that as well.

If you fail to remove any of these three fields, the patient will retain a status of Insurance = Y

Click the appropriate ‘Save’ button.

Back on the Household member page, click the ‘Edit’ button if you need to delete the Insurance

company.

On the household edit page, click the blue ‘X’ to remove the Insurance Company. Then click

‘Save’.

Important Information

• Make sure you remove the information on the Save & Third Party page BEFORE you delete the insurance company. If you delete the company first, the patients insurance will remain Insurance = YES.

Scenario #3

• Adding Insurance info to Patient

Important Information

• For patients that are NOT in a household, Insurance information can be added on the Registration screen.

On Patient Registration, enter those fields that are underlined below.

Then click the appropriate ‘Save’ button.

Scenario #4

• Delete Insurance info from Patient

Important Information

• For patients that are NOT in a household, Insurance information can be deleted on the Registration screen.

On Patient Registration, remove all fields that are underlined.

Make sure all are removed. Then click the appropriate ‘Save’ button.

If the patient is in a household, the insurance fields will be grayed out. The

underlined fields are not accessible.

Any Questions?????