Insurance Policy Problems (Home & Billing screen)
In this Article:
- Find Insurance Policy Problems
- Expiring/Expired Policy
- Pre-Certification Expiration
- Visit Limit Approaching/Exceeded
- Missing Benefit Confirmation
- Unverified Insurance
- Hide Dashboard Warnings
Insurance Policy Problems
From the Home screen: look for the far right column. You'll notice the section Insurance Policy Problems shown below:
Alternatively, you can click
(left menu).- You'll see this same list on the right hand side.
- We discuss it briefly in the article here: Billing & Insurance: Dashboard (it looks almost identical)
You may have various states or alerts listed here. Anything from a green checkmark, or issues listed by their color severity and number of to the left, shown below:
Click the section you wish to review.
Here you can review any clients meeting the criteria of your selection.
- Clicking on the Insurance Name will load the primary insurance section of their client profile
- Clicking on the Client Name will simply load the client profile
Want to use the older insurance tab instead?
No problem! Simply click on the client name loading the profile, then click Insurance (top tab).Insurance Policy Problems: Breakdown
Below are the sections breakdown and instructions for fixing the associated problems,
Click below to jump to that section:
- Expiring/Expired Policy
- Pre-Certification Expiration
- Visit Limit Approaching/Exceeded
- Missing Benefit Confirmation
- Unverified Insurance
- Hide Dashboard Warnings
Expiring/Expired Policy
To fix this, from the report:
- Click the client name, loading their profile
- Find the section Primary Insurance (near the bottom)
- To the right of the Policy section click edit edit :
- Change the End Date by either:
- Click the field to manually enter
- Or clicking the calendar icon calendar_today for a date picker
- Then click (top right)
movie Video:
Pre-Certification Expiration
To fix this, from the report:
- Click the client name, loading their profile
- Find the section Primary Insurance (near the bottom)
- Under it, find the bottom sub-section Pre-Authorizations and click edit edit :
- Change the End Date by either:
- Click the field to manually enter
- Or clicking the calendar icon calendar_today for a date picker
- Then click (top right)
Visit Limit Approaching/Exceeded
To fix this, from the report:
- Click the client name, loading their profile
- Find the section Primary Insurance (near the bottom)
- Under it, find Pre-Authorizations and click edit edit :
- Change the Visits Allowed (or visits used)
- When done click (top right)
Missing Benefit Confirmation
To fix this, from the report:
- Click the client name, loading their profile
- Find the section Primary Insurance (near the bottom)
- Under it, find Benefits Confirmations and click :
Listing a copay or coinsurance amount, even if it is $0.00, is the minimum information needed to remove the problem from the alert list:
Unverified Insurance
Your requirement here is:
- Select the insurance company or Third Party Payer that should be billed
- Review the remaining information input, ensuring accuracy
- Then click (top right) when done
To fix this, from the report:
- Click the client name, loading their profile
- Find the section Primary Insurance (near the bottom) and look for the orange:
Not finding it here?
- Scroll below the top active Primary Insurance policy and find the unverified policy
- Click the edit edit button (far right):
Here we show you a page documenting what the client entered.
Tips:
- Important client entered information can be found on top in orange
- First, at the top ensure you select the appropriate insurance company based on the client input
- Review for accuracy
- When finished, click (top right)
Now, you should have a dashboard that looks more like this!
Hide Dashboard Warnings
Want to hide dashboard warnings for a particular insurance problem?
- Navigate to the appropriate section previously shown above
- Uncheck the Dashboard Warnings checkbox then click (top right)
- The warning is now dismissed and will no longer show on your billing dashboard