Adding a New Insurance Plan (Employer/Plan)

Employer/Plans are typically entered into PracticeWorks when patient information is entered into the Clipboard. See Entering the Patient's Insurance Information.

PracticeWorks stores this information in a pick list, so that you can access it for any patient with the same employer and plan. If you are entering insurance plan information that is not already stored in your system, then you need to add it.

To add a new insurance plan (Employer/Plan):

Select Lists > Employer/Plans.

From the Insurance Page of a patient’s Clipboard, select Self in the Relationship to insured party drop-down list.

The Employer/Plan Pick List or Insurance Plan Pick List window is displayed.

Click Add. The Employer/Plan Definition window is displayed.
Under Employer information, enter the Employer’s name, address, and phone numbers.
Under Plan information, enter the following:

Plan name and Group Number. These can usually be found on the patient’s insurance card.
Insurance type. Use the drop-down list to select one.

Select the following options as applicable:

Accept assignment of benefits
Print signature on file
Medical insurance
Inactive

Under Insurance company, click Select. The Select Insurance Company pick list window is displayed.
Select the appropriate insurance company from the list. Verify the address of your selection with the patient’s insurance card, since many companies have more than one office.
If the company is not on the list, click Add and follow the instructions in Adding an Insurance Company to the List.
Click OK. The information is displayed in the bottom portion of the Employer/Plan Definition window.
When you have finished entering information into the Employer/Plan Definition window, you can do one of the following:
Click OK to add the plan to the pick lists.
Click Estimating to open the Benefit Table window for this Employer/Plan. See Updating Benefit Tables.