Patient Entry - Insurance Entry Area

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Use the Insurance Entry Area to assign insurances to the patient and maintain the patient's insurance information. You can assign up to six insurances to a patient. The table following the window example describes the Insurance Entry Area for Patient Entry at the Insurance Window.

Note: While the patient may have up to six insurances assigned to their account, insurances 4, 5 and 6 are informational only. They are not used during the billing process. Generally, insurances 4, 5 and 6 are reserved for insurances that had insured the patient, but are no longer (for example, maintain expired insurances here). To bill a charge to an insurance in insurance 4, 5 or 6, first move the insurance to insurance 1, 2 or 3.

Directions:

To display the Insurance Entry Area, open the Insurance Window.

Tip: For details about opening windows, refer to the Patient Reference Panel.

Insurance Entry Area Example:

Patient Entry - Insurance Entry Area Prompts Tip: To see more information about a field, click the hyperlink for that field .
Assigned Insurances Area	To assign an insurance to a patient, click the first available Insurance button (Insurance 1-6) in the Assigned Insurance Area. The cursor stops at the Insurance Code for your entry. Notes: The Assigned Insurances Area is the left column of the Patient Entry - Insurance Window. While the patient may have up to six insurances assigned to their account, insurances 4, 5 and 6 are informational only. They are not used during the billing process. Generally, insurances 4, 5 and 6 are reserved for insurances that had insured the patient, but are no longer (for example, maintain expired insurances here). To bill a charge to an insurance in insurance 4, 5 or 6, first move the insurance to insurance 1, 2 or 3.
Insurance Code	Enter the Insurance Code assigned to the insurance plan insuring the patient. (up to 5 characters, Defined during Insurance Maintenance) Notes: Generally, you can enter an Insurance Code of P (private) to assign the payment responsibility to the patient. To search for an existing Insurance Code: Click Search or, press [CTRL + f]. Or, double-click Insurance 1-6 in the left column. To create a new Insurance Code, click Fast Maintenance or press [CTRL + o].
Address	Displays the insurance carrier's mailing address for your reference. This can not be edited.
City	Displays the Insurance carrier's city portion of their mailing address for your reference. This can not be edited.
State	Displays the insurance carrier's mailing address state abbreviation for your reference. This can not be edited.
Zip	Displays the insurance carrier's mailing address postal code portion for your reference. This can not be edited.
Phone Number	Displays the insurance carrier's primary phone number for your reference. This can not be edited.
	Reserved for future use.