Content Comparison

Overview 

Use the patient's Insurers/3rd party payers tab to enter and view any existing insurers for the patient. Optionally, store scans of the patient's insurance cards card there as well.

Setting a patient's insurer

/3rd party payer

1. In the patient's Insurers/3rd party payers tab, select

   Status
   title Add Insurer

   click to add insurer/3rd party payer, enter required information about the insuredentity, as it would appear on the HCFA 1500 form. Ensure all required fields are filled in including patient Relationship, Insurer, Name, Gender, ID#, DOB, Street, City, Country, State, Zip, and Telephone.

   Tip
   The Relationship filed indicates 'patient relationship to insured' as specified in box 6 on the HCFA 1500 form. Insured's policy and contact information should be entered in the fields below.

   
   

2. Optionally, enter Policy #, Employer/School name, and Insurance plan/Program name. These fields are not required within Blueprint OMS, but if entered, will populate in box 9(a), box 9(b), and box 9(d) respectively on the HCFA 1500 form.

   Note

   Several fields on this tab contain special formatting constraints: The Insurer/3rd party payer drop-down menu contains a list of insurers entities that are currently setup in the system. For more information, see: Setting up insurers/3rd party payers. The Name field must be formatted as 'Last, First, Middle' or 'Last, First.' The DOB field must be formatted as 'mm/dd/yyyy.' The Zip code must be formatted as '00000' or '00000-0000.'

   
   

3. Click Save to save changes.

Scanning insurance/3rd party payer cards

1. In the patient's Insurers  Insurers/3rd party payers tab, right-click on the insurer entity and select the Scan insurance card sub-menu, where you can select Front of card or Back of card.

2. The Morena source selector dialog will appear. In it, select the scanner and click 

   Status
   title OK

   .

   

3. Set the scanner preferences and complete the scan. To crop the scanned image, click and drag the red image indicator. Optionally, rotate or magnify the image.

4. Click 

   Status
   title Save

   .

   Note
   Scanning additional insurance cards will replace the existing card attached to the insurer.

   
   

Editing patient insurers/3rd party payers

1. On the Patient browser tab, open the patient’s file.

2. Click the Insurers/3rd party payers tab.

3. On the Insurers tab, highlight the insurance companyHighlight the entity, right click and select edit details.

4. Click 

   Status
   title Update

   to save changes.

   Note
   The  Status title revert button undoes any recent changes made to the insurance insurer/3rd party payer details, prior to the last update of information.

   
   

   Warning
   Once insurance/3rd party payer information is saved on a patient file, a subsequent adjustment to a patient's address or date of birth in the patient Details tab will not be reflected on the patient Insurers/3rd party payers tab.

   
   

Deleting patient

insurers/3rd party payers

1. On the Patient browser tab, open the patient’s file.

2. Click the Insurers/3rd party payers tab.

3. On the Insurers tab, highlight the insurance companyHighlight the entity, right click and select Deactivate.

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