Required Patient Data to Generate Claims

Here is a snapshot of some key pieces in the Patient’s chart that need to be entered in order for successful claim generation

 Instructions

Enter Required Sections in Face Sheet:

Open

1. Contact Information: Patient Address, City, State, and Zip

2. Demographics: Gender

3. Primary Subscriber Information: Relationship to Subscriber, Address, City, State, and Zip, Date of Birth, and Gender

4. Primary Insurance Information: Insurance Provider, Submit Claims To, Member Id

5. Diagnosis: Check to make sure the Dx start date is valid for the date of service

From MENU, Primary Insurance Required Sections:

Open

1. After you’ve entered the required Face Sheet data, scroll back up to the top and click on Menu tab, then select the Primary Insurance

2. Once open, you will see a message: There is not an Insurance set for this patient. Press the plus sign to add one

3. Click the “+” button above the Insurance Provider table on the left side and a fly out box will open allowing you to select from the Insurance Payers that are loaded

4. If you have the Active Date and Term Date of the policy add both, if not you can add the current date for the plan (or prior to admission), and you can leave the Until date Blank, then hit the blue SEND at the bottom of this box

Copy Insurance Data from Forms option:

1. The Patient Information and Subscriber Information sections will be blank but there will be two pieces of paper overlapping one another in the upper right hand corner.

2. If you hover your cursor over the overlapping dog eared pages, it will show a message: Copy Insurance Data from forms

3. When you click on the pages, a fly out box will populate: Confirm You have requested to copy the Insurance Information from the Patient's Chart. Do you want to continue?

   With the options of Cancel, or the Blue Yes will pull all the data and populate these required sections, then select the Blue OK tab at the bottom of this screen to save.

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