Adding an Insurance Provider to MedSoft

Insurances are added in MedSoft through the Admin → Insurances screen. More information about the process to Add Insurances is outlined here.

Linking an Insurance Provider to a Patient

Insurances can be added to a Patient Account through either the Registration screen or through the Patient Center.

Adding an Insurance at Registration

  • At the bottom of the New Patient Registration screen is a box to add Insurance, Policy, Employers, and Diagnosis. To add an Insurance Provider to a Patient, begin typing the name of the Insurance Provider in the Search Insurance field. This is a “Find As You Type” search field; enter at least 3 letters of the Insurer name to generate a drop-down list, then click on the appropriate Insurance Name. Ensure insurance designation as Primary, Secondary, or Tertiary is correct in the drop-down to the right of the Insurance name.
  • An effective date is required for all Insurances added to the Patient. This date is the date the Insurance was effective (when coverage began) for the Patient.
  • Termination Dates are not required, but can be added if available.
  • Click the “Add” button before moving on to enter Policy information.
  • Items to Note:
    • If Insurance is not listed, follow directions to Add Insurances.
    • Only one Primary, Secondary, and Tertiary Insurance can be active for a patient in any given timeframe.

 

Adding an Insurance in the Patient Center

  • Within the Patient Center, search for and open the Patient Account.
  • Within the Patient Account Window, click on the Financials button. Within the Financials window are tabs for Insurance/Policy, Credit Cards, Transactions, Billing, Patient Payment, and MPN. To add an Insurance Provider to a Patient, select the Insurance/Policy tab, and begin typing the name of the Insurance Provider in the Search Insurance field. This is a “Find As You Type” search field; enter at least 3 letters of the Insurer name to generate a drop-down list, then click on the appropriate Insurance Name. Ensure insurance designation as Primary, Secondary, or Tertiary is correct in the drop-down to the right of the Insurance name.
  • An effective date is required for all Insurances added to the Patient. This date is the date the Insurance was effective (when coverage began) for the Patient.
  • Termination Dates are not required, but can be added if available.
  • Click the “Add” button. This will store the Insurance information in the grid above.

  • Items to note:
    • If Insurance is not listed, follow directions to Add Insurances.
    • Only one Primary, Secondary, and Tertiary Insurance can be active for a patient in any given timeframe. If an existing Primary/Secondary/Tertiary Insurance has expired, a Term Date should be entered for that Insurance utilizing the Edit option within the Insurance grid. A new Primary/Secondary/Tertiary Insurance may be added as long as there are no overlapping Effective dates.
    • An Insurance should not be deleted from a Patient account; rather, the Insurance should have a termination date entered to indicate it is no longer active. This ensures a complete record of Patient Insurance History.

 

For details on adding an Insurance Policy, click here.

Onboarding, Registration

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