Support for insurance is currently very limited.  All that is supported is a field on the customer information screen showing the Insurance Plan.  However, most insurance policies are against the patient rather than the customer.

Providing better support is a current project that is under discussion.

Some practices have implemented a system of using a Patient Alert to indicate that the patient is insured.

The Patient Discount tab was originally designed to hold this type of information as it also provides start and end dates which are important.  You do not necessarily need to apply any specific discount (i.e no need to setup discounts attached to the discount group) so it can be used for insurance purposes.  What is missing is for this information to be clearly visible to the user when a customer/patient is selected and the ability to use this information to identity and process insurance claims.

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