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Managing insurance benefits and coverage

To make the process of assigning insurance easier, a database of insurance companies is compiled as you enter them. Most insurance carriers provide patients with a schedule of benefits to declare the maximum annual benefits for the individual and for the entire family. The schedule of benefits also includes deductible amounts and plan maximums.

Note: Updating any benefit and coverage information will affect all patients who subscribe to the selected group plan.

For more information on how to manage your patients' insurance benefits and coverages, please refer to the following topics:

·        Editing plan benefits and coverages

·        Selecting participating providers

·        Adding deductible types

·        Adding maximum types

·        Editing deductibles and maximums

·        Copying deductibles and maximums

·        Deleting deductibles and maximums

·        Creating coverage tables

·        Applying the standard coverage tables

·        Editing coverage table categories

·        Splitting coverage table categories

·        Copying coverage table categories

·        Deleting coverage tables

·        Creating exceptions tables

·        Adding exceptions to the exceptions table

·        Editing exceptions in the exceptions table

·        Splitting exceptions in the exceptions table

·        Copying exceptions in the exceptions table

·        Deleting exceptions in the exceptions table

·        Creating insurance plan notes

·        Adding procedures to payment tables

·        Editing insurance payment tables

·        Copying payment tables from a fee schedule

·        Copying payment tables from insurance plans

·        Deleting payment table entries

·        Adding out-of-network deductibles

·        Adding out-of-network maximums

·        Editing out-of-network deductibles and maximums

·        Deleting out-of-network deductibles and maximums

·        Creating out-of-network coverage tables

·        Creating out-of-network coverage tables from the standard coverage tables

·        Editing out-of-network coverage table categories

·        Splitting out-of-network coverage table categories

·        Copying out-of-network coverage table categories

·        Deleting out-of-network coverage tables

·        Creating out-of-network exceptions tables

·        Adding out-of-network exceptions

·        Editing out-of-network exceptions

·        Splitting out-of-network exceptions

·        Copying out-of-network exceptions

·        Deleting out-of-network exceptions

·        Adding procedures to out-of-network payment tables

·        Editing out-of-network payment tables

·        Copying out-of-network payment tables from fee schedules

·        Copying out-of-network payment tables from in-network tables

·        Deleting out-of-network payment table entries

·        Entering capitation type plans

·        Viewing patient continuing care