Patient Insurance: Difference between revisions

From VEHRDICT Support
No edit summary
No edit summary
 
(10 intermediate revisions by 2 users not shown)
Line 1: Line 1:
Maintaining up-to-date insurance details in VEHRDICT is essential. To add or update insurance information, go to the Insurance section under the Patient Dashboard and select "Add New." You'll need to fill in details across three categories: General, Subscriber, and Employer. Ensuring the accuracy and completeness of this information is vital for the smooth processing of medical services and claims.
== Maintaining Up-to-Date Insurance Details ==


Maintaining accurate insurance information in VEHRDICT is essential for smooth processing of medical services and claims. To add or update insurance information, navigate to the '''Insurance''' section under the Patient Dashboard and click '''Add New'''. Insurance details are organized into three tabs: '''General''', '''Subscriber''', and '''Employer'''.


<div style="text-align:center; margin: 1.5em 0;">
[[File:patient_insurance_video.mp4|thumb|center|600px|'''Video Tutorial''' – Learn how to manage insurance details in VEHRDICT.]]
</div>


[[File:patient_insurance_video.mp4|800px]]
<div style="text-align:center; margin: 1em 0;">
[[File:insurance_nx.jpg|thumb|center|600px|'''Insurance Overview''' – Access and manage all insurance entries.]]
</div>


---


== Adding or Updating Insurance Information ==


=== 1. General Tab ===


[[File:Insure1.jpg | 800px]]
* Select an insurance provider from the dropdown list.
* If the provider is not listed:
  * Click '''Add''', then '''Import''' to search and add the company.
* Ensure all fields are completed before saving.


<div style="text-align:center; margin: 1em 0;">
[[File:insurance_general_nx.jpg|thumb|center|600px|'''General Tab''' – Select and configure the insurance provider.]]
</div>


---


Under the General tab, select an insurance provider or click "Add" and then "Import" to search for and import your insurance company's information. If any information is missing or not automatically filled in, complete the remaining details before saving.
=== 2. Subscriber Tab ===


[[File:Insure2.jpg | 800px]]
* Enter the subscriber’s personal information, including name, date of birth, and relationship to the patient.
* These details are crucial for accurate claim processing.


<div style="text-align:center; margin: 1em 0;">
[[File:insurance_subscriber_nx.jpg|thumb|center|600px|'''Subscriber Information''' – Ensure accuracy for smooth claims.]]
</div>


Keeping your insurance information up to date in your account ensures that your insurance company can be easily contacted regarding any encounters you may have.
---


Keep in mind, this is the manual way.  The automatic way can be viewed below.  By clicking the microphone button on the top right, one can start speaking, "add new insurance" and it will prompt you to enter the company name, policy number, co pay, and subscriber name to fill out some of the information required.
=== 3. Employer Tab ===


[[File:Insure3.jpg | 800px]]
* If applicable, enter the employer’s details (name, address, contact info).
* This information is often required for workplace-based insurance policies.
 
<div style="text-align:center; margin: 1em 0;">
[[File:insurance_employer_nx.jpg|thumb|center|600px|'''Employer Tab''' – Add employer-related insurance details.]]
</div>
 
---
 
== Voice-Powered Insurance Entry ==
 
To enter insurance information quickly using voice:
 
* Click the microphone button at the top-right.
* Say: '''"Create new insurance."'''
* Then continue: 
  * "Company is Blue Cross" 
  * "Policy number is 123456789" 
  * "Copay is 20 dollars" 
  * "Subscriber is John Doe"
 
The system will auto-fill the insurance form based on your input.
 
<div style="text-align:center; margin: 1em 0;">
[[File:insurance_ai_nx.jpg|thumb|center|600px|'''Voice Assistant''' – Use voice commands to fill insurance data quickly.]]
</div>
 
---
 
By keeping insurance details complete and up to date, your practice ensures seamless billing, eligibility verification, and claim submission for each patient encounter.

Latest revision as of 16:09, 20 June 2025

Maintaining Up-to-Date Insurance Details

Maintaining accurate insurance information in VEHRDICT is essential for smooth processing of medical services and claims. To add or update insurance information, navigate to the Insurance section under the Patient Dashboard and click Add New. Insurance details are organized into three tabs: General, Subscriber, and Employer.

Video Tutorial – Learn how to manage insurance details in VEHRDICT.
Insurance Overview – Access and manage all insurance entries.

---

Adding or Updating Insurance Information

1. General Tab

  • Select an insurance provider from the dropdown list.
  • If the provider is not listed:
 * Click Add, then Import to search and add the company.
  • Ensure all fields are completed before saving.
General Tab – Select and configure the insurance provider.

---

2. Subscriber Tab

  • Enter the subscriber’s personal information, including name, date of birth, and relationship to the patient.
  • These details are crucial for accurate claim processing.
Subscriber Information – Ensure accuracy for smooth claims.

---

3. Employer Tab

  • If applicable, enter the employer’s details (name, address, contact info).
  • This information is often required for workplace-based insurance policies.
Employer Tab – Add employer-related insurance details.

---

Voice-Powered Insurance Entry

To enter insurance information quickly using voice:

  • Click the microphone button at the top-right.
  • Say: "Create new insurance."
  • Then continue:
 * "Company is Blue Cross"  
 * "Policy number is 123456789"  
 * "Copay is 20 dollars"  
 * "Subscriber is John Doe"

The system will auto-fill the insurance form based on your input.

Voice Assistant – Use voice commands to fill insurance data quickly.

---

By keeping insurance details complete and up to date, your practice ensures seamless billing, eligibility verification, and claim submission for each patient encounter.