Secondary Insurance:
- If the patient has a secondary insurance, follow steps 1-4 from Section 4.2 within this area
- Populate the Financially Responsible Party
- If 'SELF' is chosen it automatically populates fields. If Other Party is chosen, you'll have to fill in required details. The financially responsible party is normally the main beneficiary that the health care plan/policy is named under.
Authorizations:
Official Use is for Pre-Authorizations from the Insurance Company. If the insurance company requires pre-approval of the care plan and they issue an authorization, you may track visits they approve (pulls through to HCFA claim form Box 23)
- (Required) Populate the Authorization Number*
- If using for unofficial purposes, you may input the description of its purpose here. I.e. Pre-Pay 10 Visits
- (Optional): Include the authorized CTP Codes
- Include the Start Date | End Date | Visits Approved
- Click Save
Unofficial Use (Help Tool): You may track any set amount of visits (i.e. if the Insurance Company covers 20 visits you may document here or you if sell pre-pay plans for patient purchase)
Each time a provider signs an Exam/SOAP note the visits will count down and give an alert when expired.