<p>This is a recommended Insurance Appointment Workflow designed to optimally trigger all insurance features.&nbsp;</p>
<h3>During Check-In</h3>
<ol id="isPasted">
<li>Patient &gt; Financials &gt; Insurance
<ul>
<li>Confirm entered insurance information is accurate</li>
</ul>
</li>
<li>Patient &gt; Forms &amp; Scans
<ul>
<li>Confirm scanned insurance card and drivers license are present, if not scan them in</li>
</ul>
</li>
<li id="isPasted">Scheduler &gt; Right click on Appointment &gt; Status
<ol>
<li id="isPasted">Change appointment status to ‘Arrived’&nbsp;<em>Triggers copay collection in Money</em></li>
</ol>
</li>
<li>Collect co-pay as appropriate from auto-generated copay Money tile</li>
</ol>
<h3>During Check-Out</h3>
<ol id="isPasted">
<li>Change appointment status to ‘Checked-out’&nbsp;<em>Required for claim creation</em></li>
</ol>

This is a recommended Insurance Appointment Workflow designed to optimally trigger all insurance features. 


DURING CHECK-IN

 1. Patient > Financials > Insurance
    * Confirm entered insurance information is accurate
 2. Patient > Forms & Scans
    * Confirm scanned insurance card and drivers license are present, if not scan them in
 3. Scheduler > Right click on Appointment > Status
    1. Change appointment status to ‘Arrived’ Triggers copay collection in Money
 4. Collect co-pay as appropriate from auto-generated copay Money tile


DURING CHECK-OUT

 1. Change appointment status to ‘Checked-out’ Required for claim creation

Insurance Appointment Workflow

Open PM Frequently Asked Questions

Insurance  Setup: Adding A New Insurance Payor/Company

Adding an Insurance Company to a Patient

Insurance Appointment Doesn't show in Encounter List

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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