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Custom Self-Pay Insurance Company and Plan

Updated: 03/29/2021
Views: 45

There are times cash practices may have to print a claim (that is not associated to an insurance company and plan), and in order to do so, a custom self-pay insurance company and plan can be created.


Add Custom Self-Pay Insurance Company

  1. Click Settings > Insurance > Insurance Companies. The Insurance Companies window opens.
    Note: The Insurance Companies window is also known as the Enrollments Dashboard.
  2. To prevent duplication, verify a self-pay insurance company is not in the system then click + ADD INSURANCE on the upper right of the window. The Most Commonly Requested tab of the Add Insurance window opens by default.
Desktop_SelfPayInsCo_Navigate.png
  1. Click the Search Other tab.
  2. Enter the desired name for the self-pay insurance company in the Insurance search box.
    Note: No search results are found as this is a custom insurance.
  3. Click Add. The custom self-pay insurance is added to the Selected Insurances list.
    Note: There is no payer ID assigned for custom insurance companies as these are paper claims payers.
  4. Click Save. The Insurance Companies window returns and the custom self-pay insurance company displays in the list of insurances. 
Desktop_SelfPayInsCo_Add.png

Add Self-Pay Insurance Plan

Once the custom self-pay insurance company is created, add a new self-pay insurance plan.

  1. Click Settings > Insurance > Find Insurance Plan. The Find Insurance Plan window opens.
Desktop_SelfPayInsPlan_Navigate.png
  1. To prevent duplication, verify the insurance plan is not in the system then click New at the bottom. The New Insurance Plan window opens.
Desktop_SelfPayInsPlan_Find.png
  1. Enter the information:
    Note: The below information prints on the top right of the CMS-1500 claim form.
    1. Insurance Company: Click Insurance Company to search and select the custom self-pay insurance company. 
    2. Plan Name: The desired name for the self-pay plan. 
    3. Address: Since this is a custom self-pay plan that has no claims billing address, it is recommended to enter the practice's physical address with a valid 9-digit zip code.
  2. Click Save.

Next, create an additional self-pay case with a self-pay policy for the patient whose claim(s) needs to be printed.

Desktop_SelfPayInsPlan_New.png

 

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