Patient Insurance

Insurance Information

All insurances of a patient are listed on the Demographics page of the patient. Multiple primary, secondary, and tertiary insurances can be set up for a patient. If an insurance is not active, a warning sign is shown beside the insurance in the listing.

Insurance Listing in Demographics Page

Image 1

Add Insurance for a Patient

To add insurance details for the patient, click on  button. The insurance screen has two tabs: Insurance & Insurance Card.

Insurance Tab

Image 2

Fields in the Insurance Screen

Field	Description
Insurance	Insurance company name; Type in the first few letters and select the needed one from the drop-down. For entering a new insurance company not existing in PracticeSuite, click on icon beside the insurance name. The insurance information screen opens up where you can enter the details, which will be saved in Insurance Master.
Subscriber#	Mandatory; the unique member ID provided by the insurance
Relationship	Mandatory; select SELF if the patient is the subscriber.
Plan	Mandatory; Select the plan subscribed to.
Coverage	Primary/Secondary/Tertiary
Group#	Size: 50 characters
Co-pay	Mandatory; Enter the amount as per the plan selected.
Deductible	Enter deductible (if any).
Co-insurance%	Enter Co-ins (if any).
Met
Effective dates	Provide the start date; end date is to be provided only when the patient is no longer subscribed to this insurance.
Claim send to Address	Address of the insurance provided in Insurance Master
Subscriber Information	If the subscriber of the insurance is the patient himself, then select SELF from the Relationship drop-down; all the subscriber information fields will be populated with patient details. For all other cases, enter the details in the Subscriber Information section. The checkbox Same as Patient copies some of the patient data onto the subscriber fields, like last name, middle name, address, etc. This is useful when the subscriber is the patient’s father, mother, sibling, etc. After entering the insurance and subscriber information, click on Save.

Insurance Card Tab

This tab allows you to store the patient’s scanned insurance card in the system. Both front and back images of the card can be saved (refer to Image 3).

Image 3

To save both the front and back images of the card, click the respective Browse buttons and select the file path containing the scanned copies.