How
to create your own database of Employers and Plans
-
From the Main Menu, Select Insurance,
Select Employers & Insurance Plans, use the Insert
key to create a new plan
-
Complete the information requested on the
screen
-
In Benefits, complete the percentage of
coverage provided by this plan (this is used to provide
accurate estimation of benefits)
How to use a
plan?
-
When setting up a patient's insurance,
Search in the "plan" field
-
Select the employer or the plan which covers
the patient
Example: You have patient who work for
XXX Company, which has a contract with DDD Insurance Company,
which has a $1500 maximum. Suppose XXX renegotiates its
contract with DDD and changes to a $2000 maximum. You just have
to go to "Employers & Plans", Search for XXX and change
the maximum amount. It then affects all patients who are
covered through the XXX Company
There are other applications of this feature such
as PPO, negotiated or capitation fee schedules, and accompanying
utilization reports.
This feature significantly streamlines insurance
processing and accuracy on estimation of benefits. Give us a
call if you would like assistance in setting up plans.
Reprinted from the February
2003 newsletter
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