Transcript
Page 1: Insurance or Contract Codes

Insurance or Contract Codes

This module is for building new insurance or contract codes, or

changing existing codes

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On the portal page, click on Insurance or

Contact Search

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Insurance or Contract search

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Name – enter the Insurance or Contract Name. It is not required

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District – enter the district you would like to search. This is required.

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A drop down is available for the districts you have access too.

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Type – a drop down is available for either insurance or contract. This field is not required.

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Record Status – a drop down is available for either active or deleted. This field is not required.

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New button – this button is grayed out. It will not be available until after you perform a search.

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Once our search options are set, we are ready to click the search button.

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Our search results are returned.

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We can either build a new insurance/contract code or edit an existing code.

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Let’s build a new code.

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To build a new code, we can click the NEW button.

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Top portion of the Add Insurance/Contract screen.

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Type has a drop down that offers Insurance or Contract

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Copay has a drop down that offers No, Flat Rate, and Percentage

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Payor Source is the name that will show in the drop down on the household screen.

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Bottom portion of the Add Insurance/Contract screen.

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Electronic Billing? – drop down offers Yes or No

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Bill Nurse Visits? – drop down offers Yes or No

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Anthem? – drop down offers Yes or No

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Save will save the information, Cancel will not save the information. Both will return you to the

search page.

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Now let’s edit an existing code.

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To edit an existing code, click the edit icon next to the code you would like to edit.

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Top portion of the Edit Insurance/Contract screen.

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Code, Contract Code Alpha, and Type can’t be changed.

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Payor Source is how it will show on drop-downs.

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Bottom portion of the Edit Insurance/Contract screen.

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Record Status can be changed from Active to deleted.

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The save button will save your changes, the cancel button will cancel any changes.

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Any Questions???


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