Before being able to add insurance settings to appointments, the client must be set up with insurance billing. Please see here.
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, with the co-payment automatically applied to any covered items.
Viewing Insurance Billing Details
Open the appointment and select the client's individual attendee details.
Any outstanding self-pay and insurance amounts are shown under the billing details.
Expand each billing item to view the self-pay amount for that item.
Notes
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.
Adding or Adjusting Insurance Billing Details on Appointments
Insurance amounts need to be added and adjusted on an existing appointment.
To Adjust Insurance Billing Details:
Find and open the appointment in the calendar.
Open the individual attendee details.
To Add Insurance to an Existing Item:
Select Edit next to the billing details.
Click Add Insurance.
Carepatron will calculate the self-pay amount based on the client's verified, active policies when added to an appointment.
To 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.
To Remove Insurance from a Billing Item:
From 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 is billed directly to the client.
Troubleshooting
No "Add Insurance" Option is Available
Check that the client has their billing settings set to Insurance and not Self-Pay.
Self-Pay Amounts Are Not Being Calculated
Check that the client has a verified policy, and the appointment is within the effective dates.
Check that service coverage is enabled by at least one policy.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.