2. Quickstart: Add an Insurance Company in 2 Minutes
Families bring in new insurance cards all the time, particularly if you are a new client or if it is January. While taking time to add and configure a new plan in Partner is important, many new insurances can be added quickly and easily.
When adding a new plan, are all its charges and claims, except for the copay amount, handled the same way as one of your current insurance companies? Or is the new plan simply a new address for an existing company? If so, you can follow the procedure below to duplicate an existing insurance company and change minor details. Be sure and read the rest of the chapter for more information.
Run the Table Editor (ted). If you have never run ted before, you should ask your system administrator or contact PCC for assistance (800-722-1082,
<support@pcc.com>).Choose table #3, "Insurance Companies."
Find an insurance plan similar to the new one you are adding. Does the address match, or is the copay amount the only difference? Maybe you already have this plan in your table, but it has a new address. You can use the PAGE UP and PAGE DOWN keys to scroll through the list, or use the J key to jump to a certain number or name. Locate a good plan to duplicate.
Press C to "Clone" the existing insurance company. Enter the number of the company you wish to clone and press ENTER.
You'll be shown the screen pictured below. Use the information on the back of the insurance card to make any changes to the plan name, address, or phone number. If you have a new "Payor ID" for electronic claim submission, enter it in the appropriate box.
If you are adding an insurance company with a different copay, make sure you change the copay amount listed in the "Insurance Plan Name" field and in the "Default copayment" field. The name is important so you can find the insurance company easily, but Partner will actually charge the amount that is in the "Default Copayment" field.
Do not change settings about which you have not learned.
Press [F1 -- Save and Quit] to create and save your new insurance plan. If you make a mistake or change your mind, press F12 instead.
Continue pressing F12 to quit from the ted program.
While the above procedure can be used in many situations, you must have a better understanding of insurance configuration to ensure clean claims. As you read the sections below, remember that PCC's assistance is always just a quick e-mail or phone call away at <support@pcc.com> or 1-800-722-1082.