The Insurance Business Rules for the Patient insurance policy are automatically applied when the Apply Insurance check mark is selected in the invoice line detail screen.
When you activate the Apply Insurance field, it requests Filopto to open the Claim process. The Claim process will first lookup the Patient and if a primary insurance is present, it will verify the eligibility rules that are applicable for the insurance policy identified as the primary insurance.
It will display to the user the Insurance Policy Eligibility rules applicable to the patient.
When the user closes this window, it will verify for the applicable insurance policy billing rules and display the Billing rules to the user and apply the billing rules to the invoice fields to reflect the correct amounts to be billed.
