Double click on an existing client's name or select New Patient from the Patients menu to open the Patient Information window. Click on Insurance/Referral at the top of the window.
Click the down arrow for a pick list and select a name, or type in the fields for:
Primary Insurance
Secondary Insurance
Referral Source
Referral Type.
If the name is not on the pick list, you will be prompted to add it to the list.
Primary and Secondary Insurance fields
When you enter companies for a specific patient, the company names will appear on the list when setting up Authorizations. In the Insurance Company fields, enter company names from which you will be receiving authorizations for treatment, either Insurance or Managed Care Companies.
Note: You will need to enter Insurance or Managed Care company names here before entering session Authorizations.
The Plan ID fields are for the Electronic Prescription System. Enter a Plan ID only if you have subscribed to the option for Comprehensive e-Prescribing. You will first need to download the HealthPlan IDs.
Referral Sources
| • | Enter the name of the Referral Source. Click the down arrow to select it form the pick list, or you can type in the field. |
| • | Enter the type of referral. You can select it from the pick list, or type in the field. |
| • | Enter a reason for the referral. |
Clients will be listed by their Referral Source in the Referral Sources window.
Primary Care MD and Other Therapist
Enter names and phone numbers for the patient's Primary Care MD and Other Therapist involved in the treatment.
See Also