Insurance

Insurance Carriers and Plans

• Adding insurance carriers
• Updating insurance carrier information
• Customizing available procedures for insurance carriers
• Deleting insurance carriers
• Merging insurance carriers
• Adding insurance plans
• Updating insurance plan information
• Editing the deductibles and benefits of insurance plans
• Adding and editing insurance plan notes
• Deleting insurance plans
• Editing coverage tables
• Clearing coverage tables
• Replacing coverage tables
• Adding exceptions in coverage tables
• Editing exceptions in coverage tables
• Deleting exceptions in coverage tables

Patient Insurance Information

• Attaching insurance to patients
• Adding dependents to a subscriber's insurance plan
• Ending insurance coverage for patients
• Removing insurance from patients
• Updating a patient's met deductibles and used benefits
• Updating insurance information for patients
• Backdating coverage start dates for patients
• Viewing a patient's claim history

Insurance Eligibility List

• Customizing the insurance eligibility list view
• Verifying eligibility statuses

Predeterminations

• Creating predeterminations
• Changing predetermination details

Claims

• Completing special enrollment forms for claims
• Processing unattached procedures
• Understanding how insurance estimates are calculated
• Creating claims
• Changing claim details
• Adding attachments to claims
• Removing claim attachments
• Splitting claims
• Deleting claims
• Voiding claims
• Creating secondary claims manually
• Processing unsent claims
• Sending claims
• Resubmitting claims
• Resubmitting rejected claims
• Customizing the sent claims list view
• Tracking sent claims
• Processing unresolved claims
• Processing dismissed claims
• Printing claims
• Reprinting claims
• Wrap claims
• Understanding claim statuses