icon in the left Button Bar. This opens the patient’s
Insurance
Policies window
(figure 1).
Getting paid is critical to the success of the practice, and getting paid frequently depends on submitting the charges to an Insurance Carrier that is contracted to pay for the services and products provided to the patient. In order to submit the charges to the Insurance Carrier, it is necessary to add the Insurance Carrier to the patient’s file and enter all the information that is required to complete the claim form. This is done through the ChiroOffice section of ChiroSuiteEHR.
Once the
patient file is open, click on the Insurance Policies icon in the left Button Bar. This opens the patient’s
Insurance
Policies window
(figure 1).
Although there is a Delete (Garbage Can) icon on this window. It is strongly advised to NOT delete an Insurance Carrier from a patient file. Especially once charges have been assigned to this Insurance Carrier, do not delete this carrier from the patient’s file. This will maintain the integrity of the billing history.