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Adding Insurance when a Non Patient is the Policy Holder

How to Add Insurance when a Non Patient is the Policy Holder

 

Step 1:

Go to the Patients Icon in your VL toolbar

to access your Rolodex

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Step 2:

Select New Non Patient

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Step 3:

Add in ALL Necessary in Non Patient tab and then select Policy tab

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Select ADD

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Select Payer the Non Patient has a policy with and Select OK.

*If the Payer is not present, Select ADD Payer in the bottom right of the screen, above Cancel

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Add in All Necessary, Policy Info, for the Non Patient. Once Completed,

Select SAVE

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Policy will appear in the window when completed,

now you can Select SAVE

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Step 4:

Go back to the Rolodex

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Select your patient and hit open

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Step 5:

Go to Insurance Tab of Patients file and Select ADD

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Select Create New Policy, Next

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Select New Primary, Next

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Select Non Patient, Next

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Select Non Patient from Rolodex, Next

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Select Policy, Next

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Add in the Necessary info for the policy and select relationship to policy holder, Next

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Select Finished, Next

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Enter a Start Date for Policy. Make sure its BEFORE the first date of service the policy will cover, Next

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A window will appear, asking you to confirm the new Insurance Policy created. Select OK

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Select Finished!

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You are all set!!

 

 

 

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