Confidently manage your clients provided insurance coverage with our coverage and verification feature by accessing comprehensive plan information such as copays, deductibles, and deductible status directly from your client's profile.
Navigating to Client Coverage
- In the Clients section, select and open the client profile you are adding coverage for.
- Within the client profile, select on the Insurance section.
- Within Insurance, navigate to the Coverage tab.
Adding A Client's Insurance Coverage
Select the + button at the bottom right on the Coverage page to open the Add Coverage screen.
Don't see Add Coverage as an option? Ensure you have completed the Add Coverage requirements found below under Required Information for Add Coverage.
Complete the Plan section of the form and the Authorization section of the form if necessary. Fields in this form that are also already in the client's profile will automatically be populated for you.
If known in advance, fill out the details under the Coverage section of the form. Otherwise, this will be populated by the Verification of Benefits (VOB) feature.
Review the details in the form for accuracy, then select the Save button.
Note: Saving and closing the Client Coverage screen automatically triggers the Verification of Benefits (VOB) check to run through our clearinghouse and insurance company. Only save the profile when adding information, changing information, or intentionally running a verification of benefits. Verifying client benefit coverage includes a fee of $0.15/check.
Viewing Client's Insurance Coverage
- Once added, the client's Coverage card will appear in the Client Profile Insurance Coverage screen where you initiated adding the coverage originally.
- You will be able to view coverage information from this screen without opening the detailed view, including the client's copay amount.
Running a Client's Verification of Benefits (VOB)
- When adding a client's insurance coverage for the first time, VOB is run automatically once the coverage is saved.
- You will see copay amounts directly from the Client Profile > Insurance > Coverage screen.
- To view the client's detailed real-time plan coverage details:
- Select on the three dots 'more actions' icon on the top right of the client's coverage card on your screen.
- From the dropdown, select the 'Edit Coverage' option. This opens the coverage detail screen.
- Scroll to the bottom of the coverage details and view the Coverage and Eligibility Response sections.
- Detailed copay, deductible, out-of-pocket, and additional client plan details that are real-time as of when the eligibility check was last run will be displayed.
- If only viewing these details, once done, select 'Cancel'.
- If looking to run verification of benefits again, select 'Save'.
Alternate Method to Run Client's Verification of Benefits (VOB)
- In addition to running the client's verification of benefits (VOB) when saving the profile, you can also run VOB from the coverage card 'more actions' button.
- Select the coverage card 'more actions' button, then select 'Check Eligibility'.
- This runs the verification of benefits (VOB) check without opening the detailed screen.
- Copays on the main card will be updated, if necessary.
- To view more detailed plan coverage details:
- Select on the three dots 'more actions' icon on the top right of the client's coverage card on your screen.
- Once done viewing these details, select 'Cancel'.
Required Information for Add Coverage
Before you can successfully add an insurance coverage for a client, certain fields must be completed or auto-populated by the system. If any required data is missing, incomplete, or invalid, the system will show the available action in a disabled state until you have completed the requirements.
- In Client Profile > Contacts & Clinical: the below information must be present:
- Full Name
- Date of Birth
- Sex
Note: If any of these prerequisites are missing, the Add Coverage action will not be available to you on the Insurance > Coverage page.