<h3>Question: An insurance patient doesn't show on the encounter list</h3>
<p><strong>Solution:&nbsp;</strong>If a patient does not show on the encounter list there are a few things to check:</p>
<ol>
<li>Ensure the patient is marked as insurance by going to Patients &gt; Profile &gt; Details and ensuring the "Bill Insurance" box is checked. &nbsp;</li>
<li>Ensure the appointment was marked out</li>
<li>Verify the encounter has not already been converted into an invoice by going to Practice &gt; Billing &gt; Insurance Invoices. &nbsp;The list of invoices can be filtered by the patient for easier searching.</li>
<li>If an invoice was created but saved without insurance charges it can be found by right clicking on the appointment and going to Patient &gt; View Invoice.</li>
</ol>

QUESTION: AN INSURANCE PATIENT DOESN'T SHOW ON THE ENCOUNTER LIST

Solution: If a patient does not show on the encounter list there are a few things to check:

 1. Ensure the patient is marked as insurance by going to Patients > Profile > Details and ensuring the "Bill Insurance" box is checked.  
 2. Ensure the appointment was marked out
 3. Verify the encounter has not already been converted into an invoice by going to Practice > Billing > Insurance Invoices.  The list of invoices can be filtered by the patient for easier searching.
 4. If an invoice was created but saved without insurance charges it can be found by right clicking on the appointment and going to Patient > View Invoice.

Insurance Appointment Doesn't show in Encounter List

Open PM Frequently Asked Questions

Insurance  Setup: Adding A New Insurance Payor/Company

Adding an Insurance Company to a Patient

Insurance Appointment Workflow

Creating Insurance Payments

Configuring TEPE for Insurance Entry

Collecting an Insurance CoPay

Configuring an Insurance Fee Schedule

Configuring Appointment Types for Insurance

OpenPM Setup - Mapping a New Provider

Generating Patient Statements

Insurance Billing

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