Entering Insurance Information

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Entering Insurance Information

In the Insurance field, you can select a particular insurance provider for the script. By default, the "Private Pay" option will be selected.

 

For detailed information on submitting insurance claims, see the Processing Claims section in the Previewing Scripts chapter.

 

Topics

How Do I Choose an Insurance Provider?

How Do I Add a New Insurance Provider?

How Do I Enter Secondary/Tertiary Providers?

 

 

How Do I Choose an Insurance Provider?

1.In the Script Filling screen, click inside the Insurance field. (The default insurance option that is used here will depend on your Options settings.)

2.Start typing to search for one of this patient's insurances. A drop-down menu will appear with a list of providers that have been linked to the selected patient.

3.Select the correct provider and press Enter.

 

 

How Do I Add a New Insurance Provider?

If you cannot find the correct insurance provider in your search, you may need to add that provider as an option for the patient.

1.In the Insurance field, click on the plus icon. The Patient maintenance window will open. From here you can attach another insurance provider to this particular patient.

NOTE: If you already have an insurance provider selected, a pencil icon will replace the plus symbol. You can click on the pencil icon to edit the patient's insurance providers, however, you can also attach a new provider to the patient from the same window.)

 

2.Enter the correct insurance information and click Save. The payer will now be added to the patient's record.

 

This will add an existing insurance provider as an option for the patient. To add a completely new insurance provider to your records, go to Maintenance > Insurances.

 

 

How Do I Enter Secondary/Tertiary Providers?

In addition to the primary insurance provider, a patient may have secondary and tertiary providers. Once you have entered a third party into the Insurance field, the Add Claim button will become available. If you click on this option, a new field will appear, allowing you to enter a Secondary Insurance.

 

If you need to add yet another insurance provider, click on the second Add Claim button. This will open the Tertiary Insurance field. You can enter the third insurance provider here.

 

See Also

Transferring Scripts

Inspecting Scripts: Processing Claims