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Manage Insurances

From the Insurance & Payment section, you can enter information about the patient's insurance. This can be useful to coders or the person in charge of billing for your organization/department. Ask your department administrator what, if any, information is required for this section.

Add a Custom Insurance Company

In TripTix Windows, you can add an insurance company that may not be listed in the system. To do so, follow the steps outlined below.

To add a custom insurance company in Windows
  1. In the side navigation of an open run record, tap Insurance & Payment. The section expands to show the available subsections.

    TTWin_insurancepage.png

  2. If not already selected, tap Insurance.

  3. Tap in the Insurance Company field.

  4. For custom entry, enter the name of the insurance company.

  5. Tap OK.

Manage Secondary or Tertiary Insurance

Note: The Add Tertiary Insurance button does not appear until you have already added a secondary insurance.

To add or delete a secondary or tertiary insurance in Windows
  1. In the side navigation of an open run record, tap Insurance & Payment. The section expands to show the available subsections.

    TTWin_insurancepage.png

  2. If not already selected, tap Insurance.

  3. Scroll to the bottom of the page and tap Add Secondary Insurance.

  4. Enter information in the fields in the same fashion as for completing the Insurance section.

  5. If applicable, scroll to the bottom of the page and tap Add Tertiary Insurance

  6. Enter information in the fields in the same fashion as for completing the Insurance section.

To delete an entry, tap the Delete link in the upper right corner of either the Secondary or Tertiary Insurance subsection.

To add a secondary or tertiary insurance in Web
  1. In the side navigation of an open run record, click Insurance & Payment. The General Information subsection is displayed.

  2. Click Add Secondary Insurance. A new Secondary Insurance subsection opens.

    TTCDX_secondaryinsurance.png

  3. Enter information in the fields in the same fashion as for completing the Insurance section.

  4. If applicable, scroll to the beginning of the General Information subsection and click Add Tertiary Insurance. A new Tertiary Insurance subsection opens.

  5. Enter information in the fields in the same fashion as for completing the Insurance section.

To delete the secondary or tertiary insurance, click the trash can icon to the right of the Secondary Insurance or Tertiary Insurance subsection heading.

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Last modified
16:14, 3 Feb 2017

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