Screen Description

Screen to configure and edit the Insurance Companies and the health plan.



Access

Two forms to access the screen:

  • From billing area: On main menu, press the Billing button. Once in screen select the Settings button and select the Insurances option. 
  • From settings area:In main menu press the Settings button, the press the Billing button in the upper side of screen and select the Insurance & Coverages option.


Sections

  • Companies: Displays the Insurance Company list. This chart includes the Schedule quantity and the created coverages of the insurance company. User can select between the following options by pressing a right click on mouse: 
  • Add: Add Insurance Company.
  • Delete: Deletes the Insurance Company that was selected. 
    • Note: The only Insurance Companies that can be deleted are the ones that are not assigned to any patient.
  • Copy: Makes a copy of the Insurance company.
  • Paste: If the Copy is used, adds the result of the copy to chart.
  • Clear Copy: If a copy is made it internally clears the copy.
  • Company Details: Area where it will be collected the Insurance Company detail. Between the fields collected are:
    • Name: Name that identifies the Insurance Company.
    • Code: Code that internally identifies the Insurance Company.
    • Payer ID:  Insurance Company identifier number with the Clearinghouse in all electronic transactions.
    • Identifier: Identifies the type of business of the Insurance Company.
    • Default Provider: Identifies the provider name that appears every time a claim is created.
    • ETIN: Registers the Electronic Transmitter Identification Number of the Insurance Company.
    • Email:Insurance company email, can be a contact person.
    • Web: The insurance company web page.
    • Physical Address: Insurance company physical address.
    • Postal Address: Insurance company postal address.
  • Coverage Plans: Displays the all the coverage plan list of the insurance company.
  • Plan Details: Displays the detail of coverage information.
  • Name: Coverage plan name.
  • Code:  Identify the coverage plan code
  • Claim Type: Select the coverage plan code.
  • Billing Schedule: Select the coverage rate.
  • Needs Referral: Identify if coverage plan needs a referral.
  • Capitation: Identify if is a coverage plan Capitation.
  • Enabled: If the office has this coverage plan active select this option. If office does not accept anymore discharge this option .
  • Copays: Write the copay information in this area. This is information appears in the patients plan.



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