Adding a primary insurance payer

To add a primary insurance payer:

1. Select the patient
2. Goto the insurance policies.
3. Click the "new" button, indicated by the green starburst icon, to add a new insurance payer.  A new insurance payer list will be displayed, showing all insurance payers in the insurance carrier catalog.
4. Click on the new payer.
5. This payer is indicated, by default, as the primary payer. 
6. For posting insurance payments, as you have patients with primary/secondary policies, you can define this primary/secondary relationship to automatically resubmit to a secondary carrier after payment from the primary carrier.

If there was an existing insurance policy that is now obselete, you can indicate that insurance policy, using the dropdown box of "Active" with the setting of "No".

Adding a secondary insurance payer

To add a secondary insurance payer:

1. Select the patient
2. Goto the insurance policies.
3. You can optionally inspect the existing payers by displaying them in the dropdown list.
4. Click the "new" button, indicated by the green starburst icon, to add a new insurance payer.  A new insurance payer list will be displayed, showing all insurance payers in the insurance carrier catalog.
5. Click on the new carrier.
6. You can define this as the secondary payer, as desired, or leave it as a primary payer and mark any obsolete payer as inactive.
7. For posting insurance payments, you can define this primary/secondary relationship to automatically resubmit to a secondary carrier after payment from the primary carrier.

Comments:  The list of insurance payers is unlimited.  As payers or policies become inactive, simply mark them as inactive and add new payers to the list, and define the primary/secondary/etc. relationships in a "daisy chain" relationship.  Leaving inactive payers in the "daisy chain" list provides you the opportunity to re-print insurance claims already submitted, even from years prior, with the information in effect at the time the insurance claim was created and originally submitted.

Intelli$ense Fee Schedule – HMO and PPO allowances

EMR Datacenter provides you with a comprehensive set of fee schedule settings.  Fee schedules can be set on a payer-by-payer basis.  These fee schedules indicate the "allowed" amount of a service as compared to your full fee schedule amount.  This reduced amount invoked by Intelli$ense is consummated at the time the insurance claim is created.  The effect is the Post Insurance ledger will be expecting payment from the insurance payer that is consistent with the in-network fee schedule of that payer.

Fee schedules can also be defined globally, across many insurance payers.  For example, there may be a number of United HealthCare payment facilities that use the same fee schedules.

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