Adding New Insurance
INSURANCE PICKLIST
Administration > Practice Setup > Insurance Picklist
This page contains all insurances that the practice is associated with, or credentialed with. The purpose of this is to ensure that the front desk is adding the correct insurance to the patient’s account by using the correct insurance package ID.
NOTES
- Package ID is an internal WRS-specific identifier generated by the system, used for accurately searching insurance information.
STEPS
To add new insurance, search the patient’s account through Quick Patient Search, then click the patient’s name to pull up the Patient Management Page.
- Click the Insurance tab.
- For the Add New Insurance, select Yes.
- Then, select Other that describes your insurance plan.
- Enter the package ID from the insurance pick list to ensure the correct insurance is applied.
- Then click Select to add the Insurance.
- Enter the Patient’s Insurance Card number and fill out the rest of the information (e.g. copays).
- Once done, Click Add Insurance.
NOTES
- It is important to set an insurance as Primary, Secondary or Tertiary because once a claim is finalized and submitted, the biller would know where to submit the claim. Say for example, this patient has only one insurance, it is still a good practice to mark this one as primary.
Still no luck? We can help!
Contact us and we'll get back to you as soon as possible.
Submit a Request