Check Patient's Insurance Coverage

← Insurance Billing

  • Go to a patient's record

  • Associate an enrollment to the Primary Insurance Enrollment field


  • Enter the Primary Insured ID


  • Click Check Coverage button


  • View patient's coverage information

Insurance Billing

  1. Enroll with Insurance
  2. Assign Enrollment to Patient Contact
  3. Check Patient's Insurance Coverage
  4. Enter Insurance Claim
  5. Check Insurance Claim Status
  6. View Insurance Claim Payment Report
  7. Managing Provider NPI
  8. Managing Organization NPI
  9. Recording ERA (Electronic Remittance Advice)

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