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To add an insurance policy to a patient file, the insurance policy must first be created in the Insurance Manager. Once it is in the Insurance Manager the user can go to the Patient file and in the List of Insurance Policies select the Add a New Insurance Policy button to add a new policy for the Patient.
For more Information see the Patient File help - Insurance section. |
Create or Select Insurance Policy
To create or select an existing insurance policy for the patient press the Add a New Insurance Policy button. A dialogue screen will appear from which you will be able to select (1) the Policy Name (2) to be used for this record. You will also need to enter the policy effective & expiry dates along with the required information for this policy. If the policy has no effective date it will be ignored by Filopto at billing time. The policy record will be considered not active.
To select an insurance company click on the button at the end of the Policy Name field. This will display a search screen allowing you to locate the Insurance company and policies available under this insurance company. Only policies listed in this screen can be used for claims purposes. ( To enter insurance policies see the Insurance Manager help section)
IMPORTANT:
The Assigned As drop down field must be completed (Required Field) for the insurance policy to function optimally. This field links the patient primary insurance policy to Filopto for a faster processing of Invoices and Claims.
User can select the value of Primary and assign it to the policy of their choice. If one or more policy exist and no policy has been assigned as primary, Filopto will generate an Alert Warning when accessing the patient file identifying that the Patient has one or more Insurance policies on record and that none have been assigned as the default (Primary) insurance.
You may also set the Assigned As field from the Insurance Card scanner screen,
Users can change, at invoice time, the primary insurance selected (see Invoice Insurance Information section)
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Edit Existing Insurance Policy
To edit an existing insurance policy select the open button.
Refer to the CMS issued documents on how to complete the insurance forms properly. (See the Filopto Document folder, Explanation of the content of each CMS-1500 field is available on the back of the CMS-1500 form or via the HIPAA web site (www.HIPAA.org or at http://www.cms.gov/hipaa/))
To enter an Insurance Company and it's policies see Insurance Manager.help
