NOTE: Insurance can only be used on Laboratory Orders with supported Vendors (Quest, Labcorp, CPL). When using insurance for lab ordering, please ensure the include appropriate ICD-10 codes to ensure insurance reimbursement and prevent balance billing to the patient.
An incomplete or outdated record may cause delays in claims, confusion in patient billing, or interruptions in care.
How to Access and Use the Insurance Section
1. Navigating to the Insurance Section
From the Patients list, open the patient profile you want to update.
On the left sidebar, under Patient Information, click Insurance.
2. Viewing Insurance Records
If the patient has no insurance data, you’ll see a message: “No Insurances Found.”
If data exists, insurance carriers, subscriber information, and effective status (e.g., Active) will be displayed.
3. Adding a New Insurance Record
Click Add Insurance Information.
Fill out the form fields (see details below).
Click Save to confirm.
4. Completing the Insurance Form
Field | Details |
Carrier | Start typing the insurance company’s name; select from the list. |
Group Number | Enter the group or policy number. |
Subscriber ID | Enter the subscriber’s insurance ID. |
Subscriber | Choose: Self, Parent, Spouse, Other. |
Effective Date | Select the start date of coverage. |
Subscriber Data | If subscriber ≠ patient, complete first/last name, biological sex, relationship, email, phone, and address. |
5. Editing or Deleting Insurance Records
To edit, open the record, make updates, and click Save.
To delete, click the three-dot (⋮) menu next to the insurance record and select Delete.
Tips for Accurate Entry
Use the search bar to quickly find insurance carriers.
Always verify effective dates before saving.
Ensure subscriber information is complete when the patient is not the primary policyholder.
✅ With accurate insurance data, you’ll avoid billing issues and ensure patients get uninterrupted care.