Entering Your Insurances (Required)
Form Location: Utilities > Maintenance > Insurance Input
You'll want ClinicTracker to recognize each of your payors and understand how you'd like each payor to be treated. As you get started, you will set up each payor in the Insurance Input Form and during your BillingTracker Implementation, you will check that certain fields are entered correctly to ensure that your billing is accurate.
- Go to Utilities > Maintenance > Insurance Input
Enter the Insurance Name
Enter these fields, or consider if you want the following settings turned on or off.
- Payment Type*
- Default Copay
- Contact Info
- Treatment Plan Review due
- Days Until Requalification
- Insurance Eligibility Configuration button will be used later, to enter the Trizetto ID for the payors.
- Authorization Package
- Master Authorization Packages
On the top right of the Insurance Input form, there is a contact card icon for the Master Insurance List. From the Master Insurance List, you can search and select payors to load into your Insurance Input Form.
If many of your patients use the same primary insurer, you may set a default Primary Insurer to automatically populate on the Demographics form when creating new patients. Just right-click on the insurer you want to "Set as Default" from the list of insurers on the bottom of the form. Right-click on that same insurer to "Clear Default."