Case - Insurance Information

There are 3 different tabs for insurance information on the case screen. Insurance Policy 1 for the primary insurance, Insurance Policy 2 for secondary, and Insurance Policy 3 for tertiary. All of these tabs function the same way.

This screen contains many drop-down lists that are common to the system. To learn how these operate, see Drop Down Lists under Common Program Features.

Insurance Company	Name of the insurance company.
Insurance Type	Type of insurance.
Policy Holder	Name of insurance policy holder. More details below.
Relationship	Relationship of the policy holder to the patient (self, spouse, child, other)
Policy Number	Insurance policy number
Group Number	Insurance group number
Effective Date	Effective date of the insurance policy
Co-insurance	co-insurance due
Deductible	Insurance deductible
Restrictions	Any insurance restrictions. If anything is entered into this field for the primary insurance, it will also appear at the top of a Daily Visit Note screen when a therapist enters charges for reference purposes.

By default, the patient is the policy holder and the relationship is "Self". To change the policy holder, click the button beside the policy holder drop down box and the screen below will appear. Select "Self", "Patient", or "Guarantor".

• If "Self" is selected, there will be nothing more to do.
• If "Patient" is selected, the patient list will appear and a patient can be selected from the list.
• If "Guarantor" is selected, the guarantor list will appear. If a new guarantor needs to be added, click the "Add New" button to add a new guarantor (as seen below). Guarantors are managed in their own list. See Lists - Guarantors for more information.