Frequently Asked Questions (FAQ)

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You must always load the patient before clicking a Menu Tree option. To load the patient, enter the Patient Account Number and press [ENTER].

Tip: If you start a program using a Toolbar button or Menu Bar option, you do not first have to load a patient.

The Patient Wizard guides you through each step of the process. You only have to enter the available patient information, and later you can edit a patient to add additional information. To open the new patient Wizard:

In the Patient Reference Panel of the Side Panel enter blank or N in the Account Number field.
Click Patient Load , or press [ENTER].

Tips:

INSight automatically assigns the next available Patient Account Number and displays it in the Inquiry Area.
For some advanced features such as adding Notes and archiving insurance, use Patient Entry instead of the Wizard.
To see the differences between the Patient Wizard and Patient Entry, see the Comparison of Patient Entry and the Patient Wizard.

INSight does not let you delete patients in order to preserve the integrity of data associated with a patient. For example, to maintain information about charges, payments, and billing, the patient record must stay on file.

To add a new patient, you must always use the Patient Wizard. To edit a patient you can use either the Wizard or Patient Entry.

Patient Entry has a few additional features such as the Patient Password, Notes, and Copying Dependents.

To see a complete list of the differences between the Patient Wizard and Patient Entry, see the topic Comparison of Patient Entry and the Patient Wizard.

You can use the Patient Account Number, Encounter Number, Patient Last Name, Ticket Number, Social Security Number, and the Shortcut Menu.

Tips:

For more information, see Tips for Entering the Patient Account Number.
A patient must always be loaded into the Patient Reference Panel before clicking a Menu Tree option.

Follow the directions in the Charge Entry - Step-By-Step Example.

See Adding a Referral to a Charge for several methods.

You must attach the Referral Authorization to the Charge Ticket Number. For information about several methods, see Adding a Referral to a Charge.

There are three basic methods of entry you can use in Payment Entry. For simple examples of using the different methods, see the Payment Entry - Step-By-Step Example.

Method 1: Transaction Detail Entry By Detail (manual method)

Use this method when you want to specify the payment or adjustment amount for a specific ticket, rather than have INSight calculate it.

Examples: This method is used for...
Payments from commercial insurances.
Payments from patients.
Adjustment transactions.
Tip: For more information, see the Payment Entry - Entering an Adjustment Transaction procedure.
Rebill transactions.
Tip: For more information, see the Payment Entry - Entering a Rebill Transaction procedure.
Reversal transactions.
Tip: For more information, see the Payment Entry - Entering a Reversal Transaction procedure.
Refund transactions.
Tip: Use a Transaction Code with a R(efund) Adjustment Transaction Type.
Applying existing unapplied credits against a specific ticket.
Tip: For more information, see the Payment Entry - Creating and Applying Unapplied Credits procedure.

Method 2: Transaction Detail Entry By Automatic Oldest First

Use this method to apply payments to patient Private Balances starting from the oldest private balance charge and working forward to the most recent charge until the payment amount is used completely.

Examples: This method is used for...
Paying off patients' oldest charges first. For example, a patient can pay $500 on account.
Payments to accounts associated with family billing.
Creating unapplied credits for payments that exceed the patient's current balance.
Tip: For more information, see the Payment Entry - Creating and Applying Unapplied Credits procedure.
Method 3: Transaction Detail Entry By Ticket (Auto Transfers & Adjustments by %)

Use this method to apply cash to a specific ticket or to multiple tickets. You can transfer any remaining balance to the appropriate responsible party or write it off completely.

Examples: This method is used for...
Payments received from Medicare and other contractual companies.
Tip: For more information, see the Payment Entry - Entering a Payment from Medicare or a Contractual Company procedure.
Adjustments by percent.
Tip: For more information, see the Payment Entry - Entering an Adjustment by Percent procedure.
Automatic transfers from the primary insurance to the secondary insurance.
Tip: For more information, see the Payment Entry - Entering an Automatic Transfer procedure.
Transferring amounts from insurance to patient.
Tip: For more information, see the Payment Entry - Entering a Transfer from Insurance to Patient procedure.

Follow the directions in the procedure for Entering a Reversal Transaction.

Follow the directions in the procedure for Payment Entry - Entering a Rebill Transaction.

An Unapplied Credit is created when you enter a payment that exceeds the outstanding balance for the account and is not associated with a specific ticket. For example, if you receive payment before any charges have been entered, you can still enter the payment as an unapplied credit. You can later apply the unapplied credit amount to a specific ticket. The directions below describe how to create and then later apply an unapplied credit during Payment Entry.

For directions about creating and applying unapplied credits, follow the procedure for Payment Entry - Creating and Applying Unapplied Credits.

Follow the directions in the procedure for Entering a Payment from Medicare or a Contractual Company.

Follow the procedure for Entering an Automatic Transfer Payment.

If you find that the patient's Total Balance displayed at the Payment Entry - Patient Balances Area of the Work Window is different from the patient's balances maintained during the Patient Inquiries - Transaction Details Window follow the steps below to correct the difference.

At the Patient Inquiries - Transaction Details Window write down the Private, Insurance and Other balances.
Open the Balance Detail Window of Patient Entry for that patient, and edit the balances to match field values of the Patient Inquiries - Transaction Details Window.
Re-open Payment Entry, load the patient Account Number, and you should see that the patient balances displayed in the Patient Balances Area are correct.

To add a doctor or another provider to Scheduling:

Create the Provider Code for the doctor during Scheduling Provider Maintenance.
If necessary, create a Location Code for the office in Scheduling Location Maintenance.
Add the daily formatting for each day of the week for the provider using Scheduling Day Formatting Maintenance.
Add the first week format for the provider using Schedule Week Formatting Maintenance.
To copy the first week's formatting:

Click the Additional menu in the Schedule Week Formatting window.
Click Copy Week To.
Specify the copy information including how many weeks you want to set up. For example, to set up the provider's schedule for a year, enter 52 weeks.
Click OK. You will see status messages as the schedule weeks are copied.

Run the Generate Availability Process to load the week formatting into Scheduling.
To display the added doctor, load the doctor into the Appointment Book using the Parameter Selection Window.

See the "Managing appointments" section in Scheduling - Appointment Book Tasks.

See the "Navigating within the appointment book" section in Scheduling - Appointment Book Tasks.

See the "Managing the Providers in the Appointment Book" section in Scheduling - Appointment Book Tasks.

See the "Changing the Appearance of the Appointment Book" section in Scheduling - Appointment Book Tasks.

General Questions

Patient Entry Questions

Charge Entry Questions

Payment Entry Questions

Scheduling Questions