This screen lets setup different insurance plans for an insurance company. For each of these insurance plans you can later define a fee schedule or insurance reimbursement schedule. This feature automatically fills the insurance, patient and discount amount when the plan is specified in the order. Insurance plans can be only added in the regular order.
• To add an Insurance Plan for an Insurance company:
1. Follow the menu item sequence … File | Setup | Insurance Plan.
2. In the Insurance Plan Screen click the Add button.
3. On the lower portion of the screen in the Plan Details Section, select Insurance Company from the drop-down list. The insurance companies that appear here are those created in Insurance Setup.
4. Type in the Plan name for the designated Insurance Company.
5. If you would like to delete a plan highlight the corresponding plan and click the Delete Button.
6. If you would like to create a fee schedule for the plan click on the Fee Schedule Button and refer to the topic on Fee Schedules.
7. If you would like to add another Insurance Plan go to step 2, otherwise click Save then Close from the menu toolbar.
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