04. Insurance Companies

Insurance Companies Overview

Definition: An area that stores Insurance Companies information.

Intent: To store information that can be used in the Insurance Demographics area and on print reports.

Results: List of Insurance Companies for the drop down list in Insurance Demographic and information for print reports.

Menu Access: (in the Chart Workspace) Tools>Insurance Companies

Shortcut: None

Icon Representation: None

Using Insurance Companies

SOAPware allows you create and maintain a list of Insurance companies, along with the company's demographics. This list is also directly accessed in the Demographics Chart Section.

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 submitted billing claims. When editing an insurance company, Provider Set up options are provided near the bottom of the 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.

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Adding a new Insurance Company

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 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.

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