Insurance information
- Patient's primary insurance information
- Patient's secondary insurance information
- Patient's tertiary insurance information
- Insurance Notes
- Insurance scanned documents
You can select one by clicking on the tab names. You can store
up to 3 insurance companies reference per patient; the primary, secondary and tertiary. You can also store special notes
in the "Notes" tab and have scanned documents displayed in the last tab. If you need to modify data in this
tab, you have to click on the related button first.
"Change..." button for insurance company
When you click on the "Change..." button just under the insurance company ID, you will get the dialog window for changing the company and Insurance status of the patient. This button is the same on the 3 insurance tabs. The insurance status is to define if the patient has been approved, insurance is pending and a note for the reason of insurance pending or the referral number when approved. The insurance status is the same for all 3 insurance tabs and if you change it in one, it will be changed on all.
To change the insurance company, you need to select from the list in the combo box. When you click on the little arrow to the right of the field, it will show a list of choices already entered in the system tables. Most of time, the company you need will be there, but if it is not, you will have to create a new entry in the Insurance companies table. You should ask the staff responsible for this administration function. But make sure it is not already there to avoid duplication of data in the tables. You cannot manually enter this information for the reason of reports accuracy.
To change the insurance status of the patient, just click on one
of the check boxes. Note that you can select both boxes in cases where the patient receives partial approval, but there
is still issues pending. You just type the reason it is pending or enter the referral number when it is approved.
When the Insurance pending check is ON, the message "Insurance Pending" is displayed in red on the left side of the reason box and on the left side of the "Mailing" check box. The patient name is also highlighted with white letters over a red background. This is to advise all the staff about the fact that it is pending. When it is approved, there is a green message "Insurance Approved" on the left side of the reason or referral message.
"Modify" button for insurance information
The second button on this page is labeled "modify" and
is found on the bottom beside the "Save" and "Cancel" button. By clicking on "Modify", you
enter in edit mode. The available fields for editing will be enabled and the fields not included will be disabled
(Grayed out). You can enter the data into the field directly.
When you are finished, click on "Save" to keep your changes or "Cancel" to return to the previous state. Note that trying to change data on this tab without clicking on "Modify" first will result in the display of an error message.
Insurance Notes tab
The insurance notes are permanent text inside a large memo text
box. When you write a note, it is added to the beginning of the text. So, the notes are displayed in chronological order
starting from the most recent. The data displayed are the date of entry, the user ID who entered it and the text by
itself. To write a note, you just click on the "Add..." button. This brings up a dialog window:
You need to enter your user ID and your electronic signature for you to save your note. Until you enter your electronic signature, the note box and the "Save" button are disabled (Grayed out). If you "Cancel", nothing is being saved.
Scanned documents Tab
The available documents are listed on the left pane of the
window. You just need to click on one document to display it on the right pane. You can scroll in the document with the
vertical scroll bar on the right of the document.
If you click anywhere over the document with the right button on your mouse, you will get a small pull-down menu that displays 4 choices; Zoom in, Zoom out, Reset or Print. "Zoom" in and out will make the document larger or smaller. This is useful if you can't clearly read what's on the document. Another way to zoom in the document is to click on the upper left corner of the area you want to magnify and hold the button while you drag the mouse to draw a square over this area. When the square cover the area you want, release the mouse button. The document will magnify only the portion inside the square. "Reset" will bring back to the normal size after a zoom operation. "Print" will simply send the document to the default printer setup in your computer.
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