Overview
Patients and staff can add and manage insurance profiles directly in the patient portal or through the system. This feature allows you to organize insurance information, set default payers, and track authorizations.
How to Add and Manage Insurance Information:
Patient Portal: Patients can input their insurance details in their chart, with staff able to send reminders with a single click.
Staff Portal: Staff can add multiple insurance profiles by selecting the appropriate type and choosing the insurance company from a drop-down list.
Ensure that insurance companies are added in Settings. A convenient link will take you directly to this section.
Key Features:
Default Biller: Set an insurance profile as the “Primary Payer” for automatic selection in future visits.
Status Options: Profiles can be marked as:
“Unverified”
“No Acu Benefits”
“Incompatible”
“Verified”
Authorization and Notes: Track authorizations and use the Notes section to communicate updates, including verification status or claims progress. All notes are timestamped and show the author’s name.
Managing Profiles:
You can change the order of profiles to make them “Primary,” “Secondary,” or “Tertiary.”
Deactivate profiles that are no longer in use for streamlined management.