There are 2 Time Saver checkboxes on this window to reduce the amount of time spent entering data.
1. Use Patient Information for Remainder – If the relationship to the subscriber policyholder is NOT Self, and the patient’s Address and Phone are the same as the policyholder’s, then place check in this box so staff does NOT need to spend time typing it.
2. Ignore Missing Subscriber Information When Relationship is Not Self – There are some instances when the insurance claim must be produced even though the practice does not have the subscriber policyholder’s information. In the event that this occurs, place a check in this box. If the Relationship to Insured is Spouse, Child or Other, and the information is missing, the patient will be listed in the Pre-Billing Tab of the Insurance Manager which will hold and NOT produce claims unless this box has been checked.