EHR › Revenue Cycle
Insurance Verification
Coverage on file, and whether it has been verified. A claim will not pass the scrub without it.
Where to find it
- Module: EHR
- Group: Revenue Cycle
- Section: Revenue Cycle
- Screen: Insurance Verification
Address in the console: /ehr/insurance-policies
List · 10 columns · 12 fields on its form · 3 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Patient | Text | patient_name |
| Payer | Text | payer_name |
| Policy | Code | policy_no |
| Rank | Status | coverage_rank |
| Copay | Amount | copay_amount |
| Deductible | Amount | deductible |
| Met | Amount | deductible_met |
| Coins % | Number | coinsurance_pct |
| Verification | Status | verification_status |
| Verified | Date and time | verified_at |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Patient required | Choice | Looked up from existing records | |
| Payer required | Choice | Looked up from existing records | |
| Policy number required | Text | ||
| Group number | Text | ||
| Rank | Choice | primary, secondary, tertiary | |
| Subscriber | Text | ||
| Relationship | Text | ||
| Effective from | Date | ||
| Copay | Number | ||
| Deductible | Number | ||
| Coinsurance % | Number | ||
| Active | Yes or no |
What you can do here
Verify primary
Record verification
Asks for: Result* Deductible met Copay Note
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.