To create a claim for a patient, the patient file must contain the patient insurance policy and information to use (see Create insurance Companies & Policies before proceeding further).
The patient Insurance policy is selected and entered in the patient file. Located in the Insurance tab Filopto support up to five(5) concurrent insurance policies. If additional policies are required they can be entered in the List of Insurance Policies button and activated when required.
1) A user must first select an insurance policy to assign to the patient file. the list shown is a listing of Insurance Companies and policies previously entered in the Insurance Company & Policies section of Filopto. From this list the user can select the policy to be used.
2) Each policy must be activated for Filopto to be able to use it. A starting and end date for use of the policy by Filopto must be entered. If no expiry date is entered the policy never expires. Expired policies will be displayed as expired and claims will not be able to be created against them.
3) Depending on the Country Version you have installed the Patient Insurance information differs. However in all cases you must complete the patient insurance information required by the insurance company for each policy to be used. ( Insurance companies issue directives as to the fields and the content that must be included in them for a claim to be processed, review the Insurance company directives for proper completion of this section.)
4) In some cases it is beneficial to keep a photocopy of the patient insurance card. With the appropriate scanner equipment Filopto can store for each patient policy a photo of the insurance card (both front and back) for reference purposes.
