Carepatron's insurance module is currently only available for US-based users for electronic claim filing. However, if you're based outside the US, you can still use the insurance feature.
What international users can do
Contact policies & service coverage
Add and store client insurance policy details
Set service coverage, copay, and excess amounts
Use the policy intake component to capture insurance information during client onboarding
Insurance billing
Specify client and insurance payment portions on billing items
Record manual insurance payments
Track and record insurance amounts for billing outside Carepatron
How to manage insurance as an international user
Adding a client's insurance policy
Go to Clients and open the relevant client profile.
Navigate to the Insurance tab.
Click Add insurance and fill in the policy details.
Set the service coverage, copay, or excess amounts as needed.
Click Save to store the policy information.
Recording a manual insurance payment
Open the client's Billing section.
Create or open an existing invoice.
Specify the insurance and client payment portions on the billing item.
Record the insurance payment manually in Carepatron.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.