Complete the Insurance Section

Use the Insurance & Payment section to enter information about the patient's insurance. The Insurance & Payment section contains up to six subsections: General Information, Primary Insurance, Prior Authorization, Work Related, Employer, and Supplies. If necessary, you can add a Secondary Insurance and Tertiary Insurance section. Required fields in this section may vary based on the rules set by your department.

See the following topics related to completing the Insurance & Payment section and its subsections.

• Add a custom insurance company.

• Add a secondary or tertiary insurance.

• Add supplies.

• Edit or delete supplies.

• Validate addresses (of the patient's insurance companies and employers).

• Insurance and Payment fields – Includes definitions of certain terms, explains how to enter information in unique fields, and gives valuable shortcuts for completing this section.

To complete the Insurance & Payment section in Windows

1. In the side navigation of an open run record, tap Insurance & Payment. The section expands to show the available subsections.
   

2. If not already selected, tap General Information.

3. Enter information in the fields using any of the following methods:

   • Using the stylus.

   • Tapping a field to type in an entry.

   • Selecting options from a window that opens.

4. Optionally, to clear a selection made in a pick-list window:

   • Tap in the field.

   • In the upper right corner of the newly opened pick-list window, tap CLEAR.

   • Tap OK.

5. To re-enter or clear the information in a single field, tap the clear icon.

6. Repeat steps 3-5 as needed and applicable for the Authorization, Work Related, and Supplies subsections.

7. To verify all required fields are completed, check the record for errors.

8. If necessary, to automatically enter information in the fields, import CAD data into the run record.

To complete the Insurance & Payment section in Web

1. In the side navigation of an open run record, click Insurance & Payment. The General Information subsection is displayed.
   

2. Enter information in the fields using any of the following methods:

   • Clicking a field and typing in an entry.

   • Clicking a field and typing the first few letters of the value you want to enter. When a list of matches appears beneath the field, select the appropriate option.

   • To enter more than one item in fields that allow multiple values, continue typing in the field and select a new item.

3. Optionally, to clear a selection or entry, click the x next to the entry.
   

4. Repeat steps 2-3 as needed and applicable for the Primary Insurance, Prior Authorization, Work Related, Employers, and Supplies subsections.

5. To verify all required fields are completed, check the record for errors.

6. If necessary, to automatically enter information in the fields, import CAD data into the run record.