Insurance or Contract Codes
description
Transcript of Insurance or Contract Codes
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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???