Insurance - Revision history

Admin at 20:45, 20 June 2025

2025-06-20T20:45:11Z

← Older revision		Revision as of 16:45, 20 June 2025
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	~~It is very important to have your insurance information saved to your account and up to date. To add your insurance to your account click on '''~~Patient ~~Dashboard''' > '''~~Insurance~~''' > '''Add New.''' Next, go through the three options at the top of the page (General, Subscriber, Employer) and enter or update all information under each topic.~~		== Managing Patient Insurance Information ==

			Keeping insurance information accurate and up to date is essential for proper billing, claim submission, and minimizing delays in patient care. VEHRDICT allows users or patients (via the Patient Portal) to easily enter and manage insurance details.

			> {{Tip\|Verifying and updating insurance details before each visit helps prevent claim rejections and ensures smooth payment processing.}}

	[[File:PatientPortal_Insurance1_nx.jpg\|800px]]		---

			== Adding or Updating Insurance ==

			To add or edit insurance information for a patient:

			# Navigate to the patient's record in the '''Patient Dashboard'''
			# Click on the '''Insurance''' tab
			# Select the '''Add New''' button to begin entering insurance details

			[[File:PatientPortal_Insurance1_nx.jpg\|center\|800px\|Begin adding insurance by selecting 'Add New' in the Patient Dashboard]]

			---

			== Insurance Entry Tabs ==

			The insurance entry page is divided into three key sections:

			=== '''1. General''' ===
			Enter the core details about the insurance plan:
			* Insurance Company Name
			* Plan Type (e.g., PPO, HMO)
			* Policy Number
			* Group Number
			* Effective and Expiration Dates
			* Insurance Phone Number
			* Relationship to Subscriber

			> {{Tip\|Be sure to select the correct insurance provider from the list if it is already saved in the system. This ensures claim routing is accurate.}}

			---

			=== '''2. Subscriber''' ===
			This section captures information about the individual who holds the insurance policy:
			* Full Name
			* Date of Birth
			* Address
			* Social Security Number (if required)
			* Relationship to Patient

			This data is especially important if the patient is not the primary policyholder (e.g., a child under a parent’s plan).

			---

			=== '''3. Employer''' ===
			Add employer information if the insurance is obtained through a workplace plan:
			* Employer Name
			* Address
			* Phone Number
			* Contact Person (optional)

			> {{Tip\|Complete employer fields even if the patient is retired. Entering “Retired” or “N/A” provides clarity for billing.}}

			---

			== Final Step: Save Insurance ==

			After all tabs are complete:

			# Click the '''Save''' button at the bottom of the form
			# Confirm that the new insurance appears in the patient's Insurance list

			The saved insurance record will now be available to attach to encounters, invoices, and claims.

			> {{Tip\|Multiple insurances can be saved (e.g., primary and secondary). Be sure to select the correct one when generating invoices.}}

			---

			=== Related Pages ===
			* [[Invoice Creation and Claim Submission]]
			* [[Patient Portal Access and Onboarding]]
			* [[Insurance Company Master List]]

Admin at 20:26, 15 October 2024

2024-10-15T20:26:03Z

← Older revision		Revision as of 16:26, 15 October 2024
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	[[File:PatientPortal_Insurance1_nx.jpg\|800px]]		[[File:PatientPortal_Insurance1_nx.jpg\|800px]]



	Under the General tab, select an insurance provider or click '''Add''' > '''Import''' to search for your insurance company and import their information. If any of the insurance company information is missing or did not fill out, finish filling out the rest of the info before saving it.



	~~[[File:PatientPortal_Insurance2.jpg\|800px]]~~



	If your insurance provider does not show up, click '''Add New''' to enter information for an insurance company then click '''Save'''. Make sure to click '''Submit''' after your information has been entered to save it to your account.



	~~[[File:insurancecompany.jpg\|800px]]~~



	~~Having your insurance info up to date on your account will make it easy for your insurance company to be contacted with information about any encounters you may have.~~

Admin at 20:25, 15 October 2024

2024-10-15T20:25:31Z

← Older revision		Revision as of 16:25, 15 October 2024
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	[[File:~~PatientPortal_Insurance1~~.jpg\|800px]]		[[File:PatientPortal_Insurance1_nx.jpg\|800px]]

Admin at 00:20, 4 July 2024

2024-07-04T00:20:40Z

← Older revision		Revision as of 20:20, 3 July 2024
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	[[File:~~patient insurance~~.jpg\|800px]]
			[[File:PatientPortal_Insurance1.jpg\|800px]]



	~~[[File:PatientPortal_Insurance1~~.~~jpg\|800px]]~~		Under the General tab, select an insurance provider or click '''Add''' > '''Import''' to search for your insurance company and import their information. If any of the insurance company information is missing or did not fill out, finish filling out the rest of the info before saving it.


	Under the General tab, select an insurance provider or click '''Add''' > '''Import''' to search for your insurance company and import their information. If any of the insurance company information is missing or did not fill out, finish filling out the rest of the info before saving it.

			[[File:PatientPortal_Insurance2.jpg\|800px]]

	~~[[File:searchinsurance.jpg\|800px]]~~


	If your insurance provider does not show up, click '''Add New''' to enter information for an insurance company then click '''Save'''. Make sure to click '''Submit''' after your information has been entered to save it to your account.		If your insurance provider does not show up, click '''Add New''' to enter information for an insurance company then click '''Save'''. Make sure to click '''Submit''' after your information has been entered to save it to your account.



	[[File:insurancecompany.jpg\|800px]]		[[File:insurancecompany.jpg\|800px]]



	Having your insurance info up to date on your account will make it easy for your insurance company to be contacted with information about any encounters you may have.		Having your insurance info up to date on your account will make it easy for your insurance company to be contacted with information about any encounters you may have.

Admin at 00:19, 4 July 2024

2024-07-04T00:19:59Z

← Older revision		Revision as of 20:19, 3 July 2024
Line 3:		Line 3:

	[[File:patient insurance.jpg\|800px]]		[[File:patient insurance.jpg\|800px]]



			[[File:PatientPortal_Insurance1.jpg\|800px]]

Admin: Created page with "It is very important to have your insurance information saved to your account and up to date. To add your insurance to your account click on '''Patient Dashboard''' > '''Insurance''' > '''Add New.''' Next, go through the three options at the top of the page (General, Subscriber, Employer) and enter or update all information under each topic. 800px Under the General tab, select an insurance provider or click '''Add''' > '''Import''' to..."

2024-03-05T17:40:12Z

Created page with "It is very important to have your insurance information saved to your account and up to date. To add your insurance to your account click on '''Patient Dashboard''' > '''Insurance''' > '''Add New.''' Next, go through the three options at the top of the page (General, Subscriber, Employer) and enter or update all information under each topic. 800px Under the General tab, select an insurance provider or click '''Add''' > '''Import''' to..."

New page

It is very important to have your insurance information saved to your account and up to date. To add your insurance to your account click on '''Patient Dashboard''' > '''Insurance''' > '''Add New.''' Next, go through the three options at the top of the page (General, Subscriber, Employer) and enter or update all information under each topic.

[[File:patient insurance.jpg|800px]]

Under the General tab, select an insurance provider or click '''Add''' > '''Import''' to search for your insurance company and import their information. If any of the insurance company information is missing or did not fill out, finish filling out the rest of the info before saving it.

[[File:searchinsurance.jpg|800px]]

If your insurance provider does not show up, click '''Add New''' to enter information for an insurance company then click '''Save'''. Make sure to click '''Submit''' after your information has been entered to save it to your account.

[[File:insurancecompany.jpg|800px]]

Having your insurance info up to date on your account will make it easy for your insurance company to be contacted with information about any encounters you may have.