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Guide to Building and Editing Insurance and Contract Codes

This module provides detailed instructions for creating new insurance or contract codes and modifying existing ones. To search for codes, navigate to the Insurance or Contract Search, where you can enter the name and district. After conducting a search, you can choose to create a new code or edit an existing one. The Add Insurance/Contract screen allows you to specify details like copay type and billing settings. For modifications, you can change the record status and save your updates. Ensure to review all details before saving to maintain accuracy.

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Guide to Building and Editing Insurance and Contract Codes

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  1. Insurance or Contract Codes This module is for building new insurance or contract codes, or changing existing codes

  2. On the portal page, click on Insurance or Contact Search

  3. Insurance or Contract search

  4. Name – enter the Insurance or Contract Name. It is not required

  5. District – enter the district you would like to search. This is required.

  6. A drop down is available for the districts you have access too.

  7. Type – a drop down is available for either insurance or contract. This field is not required.

  8. Record Status – a drop down is available for either active or deleted. This field is not required.

  9. New button – this button is grayed out. It will not be available until after you perform a search.

  10. Once our search options are set, we are ready to click the search button.

  11. Our search results are returned.

  12. We can either build a new insurance/contract code or edit an existing code.

  13. Let’s build a new code.

  14. To build a new code, we can click the NEW button.

  15. Top portion of the Add Insurance/Contract screen.

  16. Type has a drop down that offers Insurance or Contract

  17. Copay has a drop down that offers No, Flat Rate, and Percentage

  18. Payor Source is the name that will show in the drop down on the household screen.

  19. Bottom portion of the Add Insurance/Contract screen.

  20. Electronic Billing? – drop down offers Yes or No

  21. Bill Nurse Visits? – drop down offers Yes or No

  22. Anthem? – drop down offers Yes or No

  23. Save will save the information, Cancel will not save the information. Both will return you to the search page.

  24. Now let’s edit an existing code.

  25. To edit an existing code, click the edit icon next to the code you would like to edit.

  26. Top portion of the Edit Insurance/Contract screen.

  27. Code, Contract Code Alpha, and Type can’t be changed.

  28. Payor Source is how it will show on drop-downs.

  29. Bottom portion of the Edit Insurance/Contract screen.

  30. Record Status can be changed from Active to deleted.

  31. The save button will save your changes, the cancel button will cancel any changes.

  32. Any Questions???

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