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Insurance Tab
Insurance Information
The Insurance information grid contains a list of the insurance plans available to the patient and is listed in the sequence in which the insurance is applied.
Plan
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Name of the Insurance Plan
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Subscriber
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Subscribers Name
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Effective Date
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Effective date of the insurance coverage
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Expiration Date
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Expiration date of the insurance coverage
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Up Button
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Moves the selected insurance up to the previous coverage level
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Down Button
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Moves the selected insurance down to the next coverage level
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New Button
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Adds new insurance coverage to the patient
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Edit Button
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Edits the selected insurance coverage
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Expire Button
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Displays a pop-up menu that allows the user to expire the insurance on the effective date thereby not having the coverage at all or expiring the coverage on the current date thereby terminating coverage.
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Subscriber (View Only) Information
Name
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Subscribers Name from the coverage selected in the Insurance Information grid.
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Soc Sec No
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Subscribers social security number from the coverage selected in the Insurance Information grid.
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Pt Rel
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Patient's relationship to the subscriber from the coverage selected in the Insurance Information grid.
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Policy No
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Policy number from the coverage selected in the Insurance Information grid.
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Group Name
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Group name from the coverage selected in the Insurance Information grid.
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Group No
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Group number from the coverage selected in the Insurance Information grid.
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Pre-Auth No
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Pre-authorization number assigned by the insurance carrier
The prior authorization number may be maintained in two different locations; one is in the Insurance Demographic and the other is on the Visit - HCFA Tab. Please check with your system administrator to determine where you should be maintaining this value.
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Claim Office (View Only) Information
Address
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Address consisting of:
The tab order will skip from Street Address (Add'l) to the Postal Code. The Postal Code lookup will complete the City and State. In addition, the Postal Code lookup will default the Area Code of the telephone numbers if the Area Code is defined in Postal Code Maintenance.
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Country
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A province and/or foreign country may be entered if needed.
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Phone
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Home telephone number.
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Fax
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Fax telephone number
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Other
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Other telephone number
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Billing Control
Wait for Payment
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Indicates if, during the billing cycle, whether the carrier/plan will wait at the current level for payment from the carrier before proceeding to the next level. A value of 'Default" indicates that the plan defaults will be used. The user may override the plan defaults with "Yes" or "No".
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HIPAA Info Tab
In order to file Medicare Secondary claims electronically, Medicare needs to know the "reason" why Medicare is the secondary insurance rather than the primary insurance.
Secondary Ins Code
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Select the Medicare Secondary "Reason" Code from the supplied list
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Buttons
Memo
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A patient memo may be entered
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Imaging
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A image may be scanned and attached to this patient
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Ok
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Save changes to the database
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Cancel
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Close the form and do not save the changes (if any)
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