Missing View Insurance button on Client Registration page?
1. Go to Insurance/View Clients
2. Click the Add New button at the bottom of the screen
3. Click the Client's name
4. Click OK to insert the record
5. Repeat steps until all client names are cleared from the list
Related Articles
Payment Details button on View EOB page (! next to post button)
Yellow means there has been an overpayment. If you click the Payment Details button (screenshot #1) you can move the patient payment to the deposit account (screenshot #2). This will allow you to post the payment from insurance. Please note, the ...
Secondary Insurance - How to bill
1. Go to Individual, Progress Notes and select the Client 2. Click Sec to the right of the first session 3. Select Original in the popup window 4. Click Sec, as needed, for any additional sessions 5. Go to Insurance, View Claims 6. Click on ...
Adding New Insurance Carriers
The most important part of adding a new Insurance Carrier to your list is to first verify the Payer ID to be used through Change Healthcare. You can do a lookup using the following link but remember that you may not find it by name and may need to ...
How to add and apply an insurance authorization
This can also be used to track EAP sessions if a certain number are free prior to needing an authorization. To add an authorization for the client it is a 2 step process. First, you must enter the Authorization for the client, and then you will need ...
EOB Life Saver button
Gray: No EOBS. GREEN: EOB’s are ready to post. RED: Denied EOB’s -The denied eobs will stay red for 10 days to give you enough time to. Work the denied eobs, then you are able to change the date range if it is past the 10 days. ...