Primary Insurance
The Primary Insurance section appears if the
Bill Type is set to Third Party.
- When creating an order for a new patient the Primary
Insurance section will be blank. Use the search button to search for
an insurance.
- When creating an order for an existing patient, the
Primary Insurance section will show the insurance that was last
used. To select another insurance payer or to change the information for
a payer see To Select an Insurance.
To Select an Insurance
To Search for a Payer
To Enter Insurance Information
- If this is a new patient or there are no payers saved
for the patient, click the binoculars next to the Insurance Code
field to search for an insurance.
- To use an insurance that has been previously used
for the patient, click the Select button.
If any payers have been previously
used for the patient the Select Insurance window appears with a
list of payers to select from.
- Enter the Policy/ID number.
- Next, complete the Relationship of the insured
to the patient by selecting a value from the drop down list or entering
a letter followed by the Enter key.
If Self is selected, the fields
are populated with the insured's demographic information. The
insured's data is not editable.
If the insured party has the same address
as the patient, check the small box under Relationship. This will
complete the address information. You only have to enter the insured person's
name.
To Search for a Payer
