How to configure the insurance companies?


Insurers can be configured from several screens: 

  • Billing / Settings / Insurance Company
  • Settings / Billing / Insurance Company 
  • Patient Detail / Insurances / Payer


Co-payments configuration 


  • Go to the Insurance Companies screen. 
  • To configure or add an insurance company, click on the Add button, located in the Insurances column.


  • Complete the insurance information. 


  • Once you have completed entering the information, press the Save button.


  • Then configure the medical plan coverage.
  • Click on the Add button in the Plans column.


  • You will need to restart the system, so that the new medical plan is deployed. 
  • Configure the selected medical plan's coverage. In this section, you configure the co-payments for the selected medical plan coverage. (Before, you must configure the Billing Schedule, in the Billing Fee Schedule and Pricing screen).


  • Once the Billing Schedule has been configured, proceed to register the information of the selected cover or, to configure.


  • Then, press the Save button.


  • At the moment of closing an encounter and creating the claim, the configured service charges and co-payments will be displayed, in order to proceed to create the claim.