- Insurance Tab Layout
- Adding an Insurance Provider
- Add Insurance for a Case
- Related Topics
This article is meant to assist you with the Insurance Tab in a Case Screen.
Insurance Tab Layout
Image: “Case Screen: Insurance Tab Layout”
Adding an Insurance Provider
Click on the following link to Add Insurance Providers.
Add Insurance for a Case
To get started on adding insurance for a case, click on the green Add Insurance button.
Image: “Add Insurance”
Image: “Add Insurance General Screen Layout”
Fill in the fields and press Save to add the insurance provider.
|Provider Name||Enter in the name of the insurance provider|
|ID #||Enter in the Insurance ID number|
|Policy/Group #||Enter in the policy or group number|
|Rel to Insured||Use the drop-down menu to indicate the relationship to the insured|
|Copay||Enter in the copay amount|
|Deductible||Enter in the deductible amount|
|Deductible Date||Use the drop-down fields to indicate the date the deductible must be met by|
|MD Supervision||Use the drop-down menu to select Yes or No for MD Supervision|
||The number of visits per year|
|Sequence||Use the drop-down menu to select the appropriate insurance sequence (primary, secondary, tertiary, etc.)|
Next Topic Case Screen: People Tab →