How do I add Insurance Information ?

UPDATE: 
Add Alerts drop down to display edibility icons

Purpose: 
To provide a clear workflow for adding and managing patient insurance details in HelloNote EMR, including primary insurance plans, authorizations, and copay information, ensuring accurate billing and compliance.

Scope:

This article covers:

1. Adding new insurance plans
2. Editing existing insurance information
3. Adding authorizations to insurance records
4. Policyholder information requirements 
   Excludes:
5. Secondary/tertiary insurance setup
6. Insurance verification processes
7. Claim-specific configurations

Procedure:

1. Access Insurance Section:
   1. Navigate to Patient Tab > Insurance
2. Edit Existing Insurance:
   1. Click Edit to modify current plans
3. Add New Insurance:
   1. Click New (upper right) for unlisted insurers
   2. Complete all required fields
4. Add Authorizations:
   1. Scroll to bottom of insurance section
   2. Click Add Authorization
   3. Enter authorization details
5. Policyholder Requirements:
   1. If relationship ≠ "Self"
   2. Complete policyholder info section

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To add insurances, authorizations, and copays follow the steps below:

Step 1: Open the Insurance section within the Patient Tab.

Step 2: Click Edit to make changes to anything in the section.

Step 3: If necessary, click "New" in the upper right corner to add any insurances not already in the system.

Step 4: In order to add an authorization, click edit and scroll to the bottom of the insurance section. By clicking "Add Authorization" you'll be able to make necessary changes.

Note: If the insurance relationship is not "Self", the user needs to fill out the policyholder information to the left of relationship.