Content
- Introduction
- Insurance Tab Layout
- Adding an Insurance Provider
- Add Insurance for a Case
Introduction
This article is meant to assist you with the Insurance Tab in a Case Screen.
If you have a question not addressed here, you can contact support at support@extendedreach.com.
Insurance Tab Layout
Image: Case Screen: Insurance Tab Layout
Adding an Insurance Provider
Click on the following link to Add Insurance Providers.
Add Insurance for a Case
To get started on adding insurance for a case, click on the green Add Insurance button.
Image: Add Insurance
Image: Add Insurance General Screen Layout
Fill in the fields and press Save to add the insurance provider.
| Field Name | Description |
|---|---|
| Provider Name | Enter in the name of the insurance provider |
| ID # | Enter in the Insurance ID number |
| Policy/Group # | Enter in the policy or group number |
| Rel to Insured | Use the drop-down menu to indicate the relationship to the insured |
| Copay | Enter in the copay amount |
| Deductible | Enter in the deductible amount |
| Deductible Date | Use the drop-down fields to indicate the date the deductible must be met by |
| MD Supervision | Use the drop-down menu to select Yes or No for MD Supervision |
| # Visits/Year | The number of visits per year |
| Sequence | Use the drop-down menu to select the appropriate insurance sequence (primary, secondary, tertiary, etc.) |