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04. Insurance Companies
Table of contents
Insurance Companies Overview
Table of Contents
Definition: An area that stores insurance company information.
Intent: To store information that can be used in the Insurance Demographics area and on printed documents.
Results: List of insurance companies for the drop down list in Insurance Demographic and information for printed documents.
Menu Access: (in the Chart Workspace) Tools-> Insurance Companies
Shortcut: None
Icon Representation: None
Using Insurance Companies
SOAPware allows for the creation and maintenance of a list of insurance companies, along with the company's demographics. This list is also directly accessed in the Demographics chart section.
To add a new Insurance, Click the Add New Policy button (green +) to present the Insurance Policy dialog.
Type the insurance policy information, then Click the Save button.
Adding a New Insurance Company
For SOAPware 2008
- Click Tools on the menu bar, and Click the Insurance Companies menu item.
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- Click the Add New Company button, as shown in above screenshot. This opens the Edit Insurance Company dialog.
- Type information in the appropriate fields.
- Click OK.
Note: The External ID, Group Provider and Fee Schedule fields are not applicable at the this time. We will be addressing these when SOAPware Billing is released.
The insurance company will now be in the drop down list in the Insurance Demographic area.
For SOAPware 2010
- Click Tools on the menu bar, and Click the Insurance Companies menu item.
- Click the Add New Company button, as shown in above screenshot. This opens the Edit Insurance Company dialog.
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- Type Company Name, Address, City, State, Zip, Phone into the fields provided.
- Select the Type of insurance company, to be displayed and default onto the CMS 1500 claim form.
- Note: The Fee Schedule field is not applicable this time. We will be implementing these when SOAPware Standard Billing is released.
- The Show Legacy IDs checkbox will insert any Legacy IDs that were assigned to the Provider/Group by the insurance company, into the appropriate spots on the claim form. These are only necessary on the claim form if the insurance company is still requiring the use of them.
- Under Provider Setup, any Provider that is contracted with the insurance company can be linked in this dialog and any insurance-specific information entered, as well.
- To add a Provider, Click the New Provider Mapping button with the green + sign.
- The Select Provider dialog will come up to allow you to select one of the providers for the clinic.
- Once the Provider is selected from the drop down menu, Click OK.
- The Edit Billing Information dialog will default the Group information of which the Provider has been associated, if an association has been made previously.
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- If the Pay To information is not the group information, it can be overriden by Clicking the Override Group Values checkbox. This will allow all fields to be edited as needed, as shown in the following screenshot:
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- If using the SOAP1500 Enhancement, the CMS1500 fields will be populated from this dialog, as indicated above.
- The Rendering Provider IDs will be pulled from this dialog, as well.
- Click Save when finished.
- Click OK on Edit Insurance Company dialog to save.
Edit or Delete an Insurance Company
- Click Tools on the menu bar, and Click the Insurance Companies menu item.
- Click the Company name list item in order to select-highlight.
- Click the Edit button
or Delete button 
- Click Yes.
When setting-up an insurance company, it's important to add providers to that insurance company along with the needed billing information. This will be used when submitting billing claims. When editing an insurance company, Provider set-up options are provided near the bottom of the Insurance Company Manager dialog. Click the Add button to add a provider to this company and Type the appropriate information. Options are also available to remove or edit provider information as well.
Click Tools on the menu bar, and Click the Insurance Companies menu item.
Other Links:
Insurance Companies in Master Set-up
6) Adding Insurance Companies for the Drop List in the Insurance section and 7) Insurance Companies from Training dept.
2. Set up Groups (SW 2010) - issues in 2010 set-up.
Insurance Company Information Doesn't Transfer from my Practice Management Software - troubleshooting.
Path- Custom Demographics
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