Insurance Information
1. Carrier Code: Each Insurance that is added in the system has a Carrier Code that you can search. Clicking the icon will open the details of the Carrier.
For a more detailed explanation on entering a Carrier: https://help.healthcoretech.com/a/1906635-how-to-add-a-new-carrier
2. Company Name: Displays the Company Name of the Carrier.
3. Relation: Relation of the patient to the Insured.
4. Insured's Name: Policy Holder's Name
5. Paper Icon: If you click the paper icon next to the Insured's Name, this will populate the information from the Patient Information tab for the patient.
6. Address: Address of the Insured.
7. Phone: Phone number of the Insured.
8. DOB: Date of Birth for the Insured.
9. Gender: Gender of the Insured.
All information entered is always the Insureds information, then carefully select the relation of what the patient is to the Insured.
1. ID Number: This is the ID number that is found on the insurance card.
2. Group Number: If there is a Group Number found on the insurance card enter it here.
3. Group Name: Group Name if there is one found on the insurance card.
4. MBI: Instead of using the patient SS #, Medicare has replaced that with the MBI number.
5. SSN: If you wish to have this saved, put the patient SS# here. Some Auto Insurance companies want this on the claim.
6. Effective Date: Use the drop down to enter the date the Insured's insurance coverage began.
7. Expiration Date: Use the drop down to enter the date the Insured's insurance coverage expires.
8. Accept Assignment: This will default as checked. This means that when you bill the carrier, they will pay the office directly. If this is unchecked, when you bill the carrier will send any payments to the patient.
9.Emp. Name: This is for the Employer Name.
10. Emp. Location: This is for the Employer Address.
11. Emp. Phone: This is the the Employer Phone number.
12. Insurance Type: This is used only when you are entering Medicare as a Secondary Carrier. Use the drop down to select from why Medicare is Secondary.
13. Secondary Insurance Type: True Secondary is for a Carrier who will process with their own benefits. Supplemental: Follows the same billing guidelines as Medicare.
Along with all the Insured's Information, the only box required to submit to a carrier is the ID Number and sometimes the Group Number, Group Name, MBI and SSN, depending on the carrier.
Add Authorization / Countdown: You can add just an Authorization or a Countdown or both.
1. Authorization Date: The date the Authorization begins.
2. Spoke To: Can keep the name of the person for your records.
3. Authorization Number: The Authorization number the insurance company gives you goes here.
**Any information entered into this box, will be sent electronically to the carrier on the claim**
4. Valid For: You can select DC or PT or both.
5. You will need to mark Days or Visits and then put the number of Days or Visits. Once charges are entered, you will see this countdown.
6. Start Date: Date that begins the Authorization or Countdown.
7. Exipiration Date: that ends the Authorization or Countdown.
8. Referring MD Name: This is for your reference.
9. Referral Number: If given this and want to keep this for your records.
10.Notes: You can enter any notes you wish here and they will only appear in this box.
Coverage Details
This screen is where you would want to enter the Insurance benefits that you have verified. If there is anything in this section you don't understand you can reach out and we will assist you.
Any values entered into the Co-pay or Co-Ins % will give a recommended Payment within the charge entry and assist with correctly giving value to the Care Calculator.
Adding in a Secondary or Supplemental Insurance
If you do not select the carriers within the Case Tab, your claims will not bill out correctly.
Claims Auto-Forward to Secondary Insurance - If Medicare Auto Forwards claims to Secondary Insurance you will want to check mark the Claims Auto-Forward to Secondary.