Add - insurance company-payer

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If a patient is billing his/her insurance by a charge slip or "super bill" (You are not going to bill the insurance for the patient), DO NOT register the patient's insurance. (You may want to record the information by noting it on the other information lines.)

 

If you are going to bill the patient's insurance:

 

From the Accounts receivable (main) menu

 

1.        First you must be in the System Management Directory. To get to this screen you must select File and System Management from the Accounts Receivable (main) directory.

2.        From this screen you must select Provider, Payer, Employer, Refer, UPIN, Subscriber, etc. This will take you to the Lookup name maintenance screen. From this screen you must select Maintain the Insurance Company Names. * If this is your first time accessing the program, you will automatically skip down to step four.

3.        This will take you to the Lookup Insurance/Payers screen. To add a new one you must click the Add New button

4.        This will take you to the Insurance Payer Entry screen. Here you must type a lookup code and the name. After you have entered all the data the 'Save this Information' button will appear. Click on 'Save this Information' to finish.

 

From the Patient Account Information

 

1.        First you must be at the Patient Account Information screen.

2.        Once you are in the Patient Account Information screen for the desired patient, click on the Insurance button at the lower right hand corner of the screen. * If this is your first time accessing the program, you will automatically skip down to step four.

3.        This will bring you to the Lookup Insurance Coverage for this Patient screen. Click on the Add a New insurance for this patient button.

4.        This will bring you to the Lookup Insurance/Payers menu. Click the Add New button to create a new insurance company.

5.        This will take you to the Insurance Payer Entry screen. Here you must type a lookup code and the name. After you have entered all the data the 'Save this Information' button will appear. Click on 'Save this Information' to finish.

 

SSI®Note:

•The computer will produce an insurance form for each insurance that you have registered for a patient. Charges will automatically print on an insurance form once. The transaction line status code will show a capital "I" when a charge has appeared on an insurance claim.
•If you do not want an insurance form for a patient do not enter any insurance information. If you want to enter the insurance information but do not want a form, enter the insurance information and select H Ins (hold insurance) for the billing cycle. You may also leave the form type blank.