Cliniccards has extended the functionality for insurance companies.
To start with, you have to add an insurance company in the Settings - Other - Insurance companies section. Then go to the setting of a patient's profile and at the bottom click the Add insurance policy button, select an insurance company, specifying the policy number, limit, validity period and deductible franchise.
The name of an insurance company will be displayed in the Patients section (next to the full name), as well as in the patient's card.
To create invoices for insurance companies, copy the invoice (by clicking on the blue copy icon) in the Finance tab specifying in the Purpose field – An invoice for the insurance company.
Thus, there will be two invoices in the patient in the Finance tab:
In the section Reports - Report for the insurance company, you can create a report for a period individually for each insurance company using a template for printing. If required, you can edit an invoice by clicking on the pencil icon on the right opposite the patient.
You can create your own template in the Settings - Other - Document templates - at the bottom you may find templates for reports on invoices for insurance companies.
Invoices are printed in landscape orientation of the page.
