Insurance companies

Cliniccards provides the possibility of working with the patients through the insurance companies. The insurance company module helps the clinic to arrange work with the patients having a certificate of insurance and generate both acts and reports for insurance companies.

Follow the steps to start working with the functions:

1. Add insurance companies

Add the information on all insurance companies your clinic cooperates with on the page Settings → Other → Insurance companies.

2. Add certificates of Insurance

Then add a certificate of insurance to the card of every patient having the one and specify the certificate number, its limit, validity date and a percentage of franchise, if any.

Franchise is a percent of the cost of performed works a patient pays by him-/herself. The franchise data will be provided in the report for insurance companies.

You can add several certificates of insurance to a patient profile and select an actual certificate when you accept a patient payment. When the certificate becomes invalid or its limit is reached, the certificate will be marked as Invalid or Deleted. The certificate is not completely deleted as the data of payments made on the certificate are required to generate reports and history.

3. Create an act for insurance companies

You can automatically create acts for insurance companies in Cliniccards. To activate the option go to Settings→ Other → Clinic settings and activate the following parameters:

Show the field Diagnosis in the acts;
Copy the acts of performed works for insurance companies.

An act for an insurance company will be automatically created in the finances of a patient having a certificate of insurance when a quick act is generated or a work provided by the treatment plan is performed.

Edit the Act for insurance company if the insurance company does not cover the total treatment cost. Specify the Amount is paid by the Patient when you save the act for the second time. You shall accept two separate payments under the act. First you shall receive the payment from the patient and then from the insurance company.

4. Reports for insurance companies

First go to Settings → Other → Document templates and add a Template of act for insurance company to generate reports for the insurance companies your clinic cooperates with.

Then a Report for insurance company containing all information on the patients serviced by insurance companies will appear in the section Reports. There are two versions of tables for the report uploading or printing are available.

You can also use the report Patients having debts (Insurance companies) to monitor payments from the insurance companies. It is in the section Reports → Patients having debts → Patients having debts (Insurance companies) at the bottom of the page.