How do I add insurance to a patient record?
Insurance is located in the middle of the patient record. There is room for three insurance entries. Most offices use the first box for the patient's primary medical insurance. The second box for the patient's secondary medical insurance and the third box for the patient's vision insurance. Any additional insurances after that can be stored in the global note field as needed. If your office sees more patients with vision insurances than with medical insurances, you may choose to use the first box for vision insurance entries.
See this lesson about setting up your insurances.
For each patient, choose the correct insurance from the pull down list.
OD Link will allow you to simply type anything into the insurance field. However, if you create entries this way, there will be no address linked to this insurance and when you try to print or send electronic claims, they will not work properly. Choose an insurance from the pull down list whenever possible.
Choose insurance from the pull down list. Fill in the ID, relationship, insured, insured DOB, Ins. Sex, Accept y/n. Fill in Exam co-pay if you know what it is. And check y/n for materials coverage.
Click on Address (Insured) to enter what address to use for the insured. Click on "Same As Patient" if the address is the same as the patient. Otherwise, enter a different address.