Add Health Insurance to a Patient

Let's check out how to add health insurance to a patient's profile.

Watch this tutorial for a quick walkthrough.

There are two touchpoints to add or update health insurance details to a patient profile.

Patient Overview

To add insurance,

• Search for the patient using the Global Search Bar.
• Click Add Insurance from the Patient Overview page. 

Note: You can add multiple insurance plans by navigating back to the Add Insurance option later on when needed.

On the Add Insurance modal,

• Enter the required details regarding the insurance:
  • Insurance Name: Enter the name of the insurance provider.
  • Membership No.: Enter the membership number provided by the insurance provider.
  • Patient IRN: Enter the patient's IRN (Individual Reference Number).
  • Plan Validity: Enter the start and end date of the plan's validity.
  • Notes: Enter any notes related to the insurance plan.
• Click Save.

To update an insurance plan of a patient,

• Click on the three dotted menu for the corresponding insurance.
• Click Edit.

• Make the required changes on the Update Insurance modal.
• Click Save.

To delete an insurance from the patient,

• Click on the three dotted menu for the corresponding insurance.
• Click Delete.

Tip: Once you add a note for an insurance, you can view it by clicking on the Note icon.

Appointment Slide-Out

You can add or update insurance details for a patient on the Appointment Slide-Out for a new or existing booking.

Tip: You can add up to three insurance plans for a patient.

• Locate the Insurance section on the left side.
• To add insurance, click +Add.

On the Add Insurance modal,

• Enter the required details regarding the insurance:
  • Insurance Name: Enter the name of the insurance provider.
  • Membership No.: Enter the membership number provided by the insurance provider.
  • Patient IRN: Enter the patient's IRN (Individual Reference Number).
  • Plan Validity: Enter the start and end date of the plan's validity.
  • Notes: Enter any notes related to the insurance plan.
• Click Save.

To update any insurance plan of a patient from the Appointment Slide-Out,

• Click on the desired Insurance Plan hyperlink.

• Make the required changes on the Update Insurance modal.
• Click Save.

Practices can follow this simple guide to add or update a patient's private health insurance details in CareStack.