- Adding an Insurance Policy Question using the Form Builder
- Adding a Health Insurance Policy to a Client's File
- Checking the Eligibility of a Client’s Insurance Policy
Adding an Insurance Policy Question using the Form Builder
You can collect health insurance information from your clients by adding a Health Insurance question to your form using the Form Builder.
In the Form Builder Toolbox, drag the Health insurance question to an empty area of your form:
Making this question required will ensure your clients provide:
- Insurance Company Name
- Member ID
- Insured's Name
- Insured's Address
- Insured's Gender
- Insured's Date of Birth
Adding a Health Insurance Policy to a Client's File
If you've collected health insurance information from your client using a form, you can import this information into their file by setting up an Import Mapping. Refer to our help article to find more information on setting up mappings.
Map your insurance question to the Insurance Policy destination field:
Your client's health insurance policies will be saved under the Basic Information section in their Client File:
You can also manually add additional policies by clicking the Add insurance policy from the Fast Action Button in the bottom-right corner:
When adding an insurance policy to your client’s record, you can use the Search Payers field to search for insurance payers that are associated with Claim.MD. This will automatically populate the Insurance company name and Payer ID
Checking the Eligibility of a Client’s Insurance Policy
Once the insurance has been added, you can check the coverage by locating the insurance policy in your client’s Basic information.
Open the More Options Menu (3 dots) to the right of the policy and select Check Coverage.
You can also check a client’s insurance policy from the session details on your calendar. To find this, go to My Schedule > My Calendar and then click on the session.
On this page, you will be able to see what is covered under your client’s insurance policy.