Before adding insurance settings to appointments, the client must be set up for insurance billing. You may refer to these articles:
In this article, we will cover the following:
Creating an appointment for a covered service
An appointment needs to be scheduled under an active insurance policy, with only the co-payment required.
Go to the Calendar and create an appointment for the client.
Select the services you're providing during the appointment.
Save the appointment.
The appointment will be matched to an active insurance policy, and the co-payment will be automatically applied to any covered items.
Viewing and adding insurance
Open the appointment.
Select View to see billing details.
Any outstanding self-pay and insurance amounts are shown under the billing details.
Expand each billing item to view its self-pay amount.
Select Edit next to the billing details.
Click Add Insurance.
Notes:
The Add insurance button appears when you add insurance for an appointment for the first time. For future appointments, Carepatron reflects the price and self-pay amount (based on the client’s verified and active insurance policies linked to the appointment).
Co-payments can be invoiced just like regular self-pay clients, either from the appointment or client billing page.
The self-pay amount shown in the appointment is tax-inclusive, if applicable.
The remaining amount is tracked as an Insurance amount and can be paid with insurance payments.
Adjust the price and/or self-pay amount
Select Edit next to billing details.
Expand the billing item you want to adjust.
Change the Price and/or Self-Pay Amount.
Remove insurance from a billing item
Go to the individual attendee details on an appointment.
Select Edit next to the billing details.
Click on the Self-Pay input.
Click the Remove button that appears.
This will remove insurance coverage from the item so it will be billed directly to the client.
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