Frequently Asked Questions
How to Indicate a Claim (Policy) Number on an Invoice
Follow the steps below to indicate claim numbers on your invoices.
- In Health Manager, navigate to the INSURANCE tab.
- Click on the Add New button and enter the Insurance Company information. Click Save when complete.
- Navigate to the CLIENTS tab and open the appropriate client record.
- Once on the client record, click on the Billing sub tab.
- Scroll down the page, the very bottom of the Billing Method section will be a field for Insurance Company Information. Click on the Add new record button.
- In the new record line that is generated, under Insurance Company, click on the drop down arrow and select the insurance company that you added in Step 2.
- In the Terms field, click to highlight the field, then click on the drop down arrow and select the terms of the policy. Note: Even if the insurance company pays 100%, the terms MUST be selected.
- In the Amount field, click to highlight the field, then type the amount covered by the policy.
- In the Type field, click to highlight the field, then select either the $ or %. Whichever one applies to the policy.
- If the policy has a limit, click in the Limit field to highlight it, then enter the numerical limit. Note: This will be a dollar amount or an hourly amount)
- In the next Type field, click to highlight the field, then select either the $ or Hour option.
- For the Effective Date field, click to highlight the field, then type the effective date of the policy.
- For the Expiration Date field, click to highlight the field, then type the expiration date of the policy. Note: This is only if one applies.
- For the Elimination Date field, click to highlight the field, then type the number of days in the elimination period.
- For the Claim/Policy/Group field, click to highlight the field, then enter either the Claim, Policy, or Group number.
- When steps 3 - 12 are complete, click on the Save button at the top of the screen.
Last Updated 5 years ago