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patshartzer
Canine II

Insurance PopUp Boxes

Can we create Insurance "Alert Notes," just like a patient has Alert Notes?

Create a means where insurance companies have Alerts developed within the database.  

  • For example, Metlife has been loaded as an insurance company into WinOMS.
  • Let's say that Metlife changed their policy to require pre-estimates on all implants.  As a reminder to all of the staff, this Alert Note is added Metlife's information in WinOMS (just as Payor ID, Claims Address, etc. are loaded)
  • A patient comes in and has metlife.
  • When the demos are loaded and Metlife is chosen as their insurance company, an Alert will now pop up when that chart is accessed.
  • The alert would say something like, "Warning! Metlife requires pre-auth for all implants."
  • This way, when you have doctors that aren't aware of all the insurance restrictions and rules, or when you have new employees, or even when we get rushed - there is always a safety net for potential losses.

Thanks

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CS Dental Employee
CS Dental Employee

Re: Insurance PopUp Boxes

patshartzer‌ - thanks for the question.  You can make a note on the Insurance Plan Data Entry (Tables => Insurance => Plans) on the Forms/IDs/Note tab.  

The note you make on the Insurance Plan can pop-up when you make an appointment for a Patient if you check the box on the Plan to enable that.  

However, that's the only place it will pop up, in the Scheduler -- whenever you create an appointment for a Patient that has a plan with a Note or if you edit an appointment for a Patient that has a plan with a Note.

The Note will not appear anywhere else in the software, and it does not currently work in the Scheduler for Walk-in patients.

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CS Dental Employee
CS Dental Employee

Re: Insurance PopUp Boxes

It occurred to me that there are other places you could also make notes about the insurance company that pop-up for a patient, but you would have to do these for each patient from scratch.  I like the first option slightly better than the second because it will pop-up as you want it to.

  1. Add a Financial Alert to a Patient from the Patient Workspace (EMR or Workspace tab).  If you check the box for Critical, it will appear at the top of the list with a !.
  2. You could also create a Contact Note for a patient with the note type of "Insurance", but this would not pop-up at all. However, this note would appear anytime you looked at the Contact Notes for a patient (not always the first place someone looks), or on the Contact Note Report on the date that the reminder was set on.
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