Frequently Asked Questions

How to Indicate a Claim (Policy) Number on an Invoice
Follow the steps below to indicate claim numbers on your invoices.
  1. In Health Manager, navigate to the INSURANCE tab.
  2. Click on the Add New button and enter the Insurance Company information. Click Save when complete.
  3. Navigate to the CLIENTS tab and open the appropriate client record.
    1. Once on the client record, click on the Billing sub tab.
    2. 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.
    3. 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.
    4. 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.
    5. In the Amount field, click to highlight the field, then type the amount covered by the policy.
    6. In the Type field, click to highlight the field, then select either the $ or %. Whichever one applies to the policy.
    7. 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)
    8. In the next Type field, click to highlight the field, then select either the $ or Hour option.
    9. For the Effective Date field, click to highlight the field, then type the effective date of the policy.
    10. 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.
    11. For the Elimination Date field, click to highlight the field, then type the number of days in the elimination period.
    12. For the Claim/Policy/Group field, click to highlight the field, then enter either the Claim, Policy, or Group number.
    13. When steps 3 - 12 are complete, click on the Save button at the top of the screen.

Last Updated 4 years ago

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