Description
The options available on this page depend on how you access it.
- If accessed from the Insurance page, then you may use this page to review or edit the insurance company information. See the Insurance topic.
- If accessed from the Insurance Company Search page, then you may use this page to create a new insurance company record. See the Insurance Search topic.
- If accessed during order entry and the insurance plan is not validated in the Insurance page, then you may use this page to verify/update insurance company and insurance plan information as needed.
Access
- Select Details on the Insurance page.
- Select New Company and Plan on the Insurance Company Search page.
- Select New Plan for Selected Company on the Insurance Company Search page.
Technical Manual
Navigating this Page
As with any program or web page displayed in an Internet browser, you may always use your mouse to select buttons or to make fields active (ready to accept input).
You may also press the Tab key on your keyboard to move through the available elements (fields or buttons) and change which element is currently active. Some users find this method faster than using a mouse. The system allows administrators to set the tabbing order for this page (based on location or system default settings), so that the fields become active in the order most useful to the facility. When setting the tabbing order, administrators may also set one or more elements of the page so that the system skips them when determining what field or button receives the cursor focus. Upon entering the page, the system places the cursor at the first element not set to skip or the first unpopulated element if all the preceding elements are populated. See the Tabbing Order topic.
Even if a tabbing order is set, you may still use your mouse to access the desired page elements, including those skipped in the tabbing order.
Creating or Editing Insurance Records
Depending on the settings on the System Defaults, Locations, or Insurance pages, one or more of the insurance fields may be required. See the System Defaults, Locations, or Insurance topic.
| Company Name | Enter the name for the insurance company. This field is required. |
|---|---|
| Company ID | Enter the company ID for the insurance company. |
| Insurance Type | Select the type for this insurance company (Unknown, Medicare, Medicaid, or Private). |
| Plan Name | Enter the insurance plan name. This field is required. |
| Plan ID | Enter the insurance plan ID. |
| Phone Number | Enter the primary phone number used to attain plan information. |
| Contact Last Name | Enter the insurance plan contact person's last name. |
| Contact First Name | Enter the insurance plan contact person's first name. |
| Contact Middle Name | Enter the insurance plan contact person's middle name. |
| Contact Phone Number | Enter the insurance plan contact person's phone number. |
| Address 1/Address 2/ZIP Code/City/State/Country | Enter the full address for the insurance plan, including any suite numbers. If ZIP code checking is enabled in the System Defaults page, then, when you enter a ZIP code that exists in the database, the system automatically fills in the city and state associated with the ZIP code, and if the ZIP code update option is enabled, then the system also updates the corresponding city and state data, if appropriate. |
| Cancel | Select to return to the preceding page without saving your changes. |
| Update and Select | Select to record the changes and return to the Insurance page with the new insurance company and plan selected for the patient. |
