Adding Insurance Carrier Information

To add insurance carrier information:

Select Functions > Maintenance/Set-up > Carrier Maintenance from the menu bar. The OrthoTrac Carrier Lookup window is displayed.
Click Add New. The Carrier Maintenance window is displayed.
In the Carrier Name field, type the name of the insurance carrier.
Be consistent when entering the insurance company name. If you use a shortened form of the carrier name in one area and the full-length version of the name in other areas, you could encounter problems when using the bulk payment feature, as the list of patients might not be complete.

In the Address field, type the address where the claims should be sent. To display the Edit Address window, double-click <Add Address> or press Enter if <Add Address> is selected.

In the Phone field, type the carrier phone number, extension, and type. To display the Add Phone Number window, double-click <Add New Phone Number> or press Enter if <Add New Phone Number> is selected.
In the Contact field, type the name of the contact person at the insurance company.
To change the language, select an option from the drop-down list in the Language field.
To show if you are authorized to release patient information to the insurance company, select Signature on File or None in the Release field.
The Release field must be set to Signature on File when the carrier is set up for electronic submission.

To indicate the assignment of benefits, select None, Signature on File, or Pay Patient Direct in the Assign field.

The Assign field cannot be set to None when the carrier is set up for electronic submission.

You can also import existing insurance carrier information and associate it when entering a new employer.

To copy the details of an existing insurance carrier:

Select Functions > Maintenance/Set-up > Carrier Maintenance from the menu bar. The OrthoTrac Carrier Lookup window is displayed.
Click Add New. The Carrier Maintenance window is displayed.
Click Import Carrier Info. The OrthoTrac Carrier Lookup window is displayed.
Select the insurance carrier you want to copy, and click OK. The Carrier Maintenance window is displayed with the details of the existing carrier present.
The imported information is copied to the Carrier Information section, the Claim Information section, and the Comments section.

Type the Employer information.
In the Claim Information section, click the drop-down arrow in the Frequency field to set the payment frequency of the claim.
You can also record the initial fee payment and designate it as a dollar amount or as a percentage.