Insurance Procedures > Adding Preliminary Insurance Information
Insurance plans contain detailed insurance carrier information, fee and benefit information, default estimating percentages, insurance form format numbers, and group/provider IDs.
Each insurance carrier can have many associated insurance plans.
For new plans, select Tables > Insurance > Plans, and select New.
To edit an existing plan, use the Search Criteria field to locate the plan, and then select it in the list. The plan details are displayed and editable.
Use the General tab to enter or edit the following information about the insurance plan: contacts, carriers, claim centers, and coverage.
Use the Fees/Benefits tab to provide schedule information, copay information, insurance coverage details, and set up schedules for insurance estimating.
Use the Forms/IDs/Note tab to provide detailed information about insurance forms, group and provider IDs, and electronic claims setup information.
Adding General Insurance Plan Information
Adding Fee and Benefit Information
Setting Up Insurance Estimating