Viewing patients insurance verification and updating copays/ deductibles
When verifying a patient’s insurance will be able to review the types of coverages, copays, and deductibles for this patient in real time. Also, any other important information that pertains to this patient benefits and coverage. When the verification pops up and shows active you will be able to review the followi…
Adding Insurance to a Patient Chart
Open attachment to access Help Document
How to View EOBS
How to View EOBS When you are logged into the system you will click on “Patient Chart” at the bottom of the screen. From here you will be brought to the patient chart in the “Patient Info” tab. You will want to search for a patient at the top right of this screen by entering a Medical Record Number, Last Name, Fir…
Adding an Insurance Card Image through Document Management
This Help Document shows how to add an Insurance Card image through Document Management when you already have the image file stored on your network or local computer. You can also use the "Scan" button from Patient Info -> Insurance, if you select the insurance policy from the grid, then click on Card Image tab, you …
Adding a new Insurance / Payor in the System
Open attachment to access Help Document
