The Insurance Plan screen allows users to setup different insurance plans for an insurance company. A fee schedule or insurance reimbursement schedule can later be defined for each of these insurance plans. This feature automatically fills the insurance, patient and discount amount when the plan is specified in an order.
To modify insurance plans:
Select File > Setup > Insurance Plan from the menu bar to open the Insurance Plan screen.
To add a new insurance plan, click Add and fill in the information in the Plan Details screen.
Click to highlight the Insurance drop-down list to select an insurance company and fill in the Plan and Alert fields. If you want the Insurance Plan information to be available in various places throughout the application, make sure the Active checkbox is checked.
NOTE: To modify your insurance companies, select File > Setup > Insurance from the menu bar to open the Insurance setup screen. For more information, refer to the Insurance section earlier in this chapter.
My Vision Express will open a prompt for the alert when the insurance plan is selected on the Patient tab on the Order module. For more information, refer to the Detailed Orders Use section.
To delete an insurance plan, click to highlight the appropriate plan and click Delete.
To create a fee schedule for an insurance plan, click to highlight the appropriate plan and click Fee Schedule… to open the Insurance Plan Fee Schedule screen. For more information, refer to the Insurance Plan Fee Schedule Setup section.
Click the Save and Close icons in the toolbar after you’re done making changes to this screen. You may be prompted to restart the application before the changes take effect.