Keeping track of your patients’ insurance policies can be a bit overwhelming, but with the Insurance Policies report, you’ll have all your ducks in a row in no time! 🦆🦆🦆 We’ve designed this report to make viewing and managing patients’ policies efficient and hassle free.
What’s the Insurance Policies Report?
The Insurance Policies report provides a comprehensive view of all insurance policies used in your practice. You can easily filter policies by insurer, staff member, and policy status. Plus, with the “Patients With Upcoming Appointments” toggle, you can quickly review policies before those appointments roll in, ensuring you’re always prepared and organized.
✨ Do you Collect Insurance Information on Intake Forms? If so, the Insurance Policies report simplifies the administrative process by allowing you to review and approve patient policies directly within the report. Say goodbye to tedious back-and-forth, and hello to streamlined efficiency!
To find the Insurance Policies report, simply navigate to Reports > Insurance Policies.
What’s Included in the Insurance Policies Report?
The report includes:
- The Patient name
- The Insurer(s) they have on file
- An internal Name for the policy
- Their Claim #
- Their Policy #
- The Status of the policy (Open, Awaiting Review, or Closed)
- The End Date for the policy
- Adjuster info
- The Number of Treatments in the policy
- The Policy Maximum for the policy
- The patient’s Next Appointment date
- Any additional Notes attached to the policy
Reviewing Patient Insurance Policies
If you Collect Insurance Information on Intake Forms, you’ll likely have insurance policies that require review and approval. No worries! Our Insurance Policies report makes the process of setting up insurance for your patients quick and easy.
To manage all insurance policy reviews at once, visit the Reports section and access the Insurance Policies report. With the handy Filter options, you can focus on policies that require your immediate attention. For instance, filtering for policies that are both Awaiting Review and Patients With Upcoming Appointments helps prioritize the most urgent cases. This way, you can ensure your patients are all set and ready for their next visit!
When you’re ready to review a policy, all you need to do is click on the blue Claim # and you’ll be brought directly into that policy.
Upon selecting a policy, you’ll receive a friendly reminder to review the details and ensure they match any provided insurance card images. Take a moment to Edit the policy and make any necessary corrections or add additional policy information to keep everything accurate and up-to-date.
When everything looks good, click Save and Approve. This will save any changes you made and update the status of the policy to Open so that it can be added to appointments and you can begin billing claims. For those in the 🇺🇸 US billing with ClaimMD, this is a great spot to check eligibility and learn about your patient’s coverage, too!
Exporting the Insurance Policies Report
While there are a lot of details that populate the Insurance Policies report, you’re also able to export this report to Excel or CSV to get more fields. In this case, you’ll also get the Adjuster Email & Phone Number if entered in the insurance policy when exported to Excel or CSV.
If you’d like to investigate any outstanding amounts seen on a per-insurer basis, check out the Accounts Receivable Report to be able to do a deep dive into those outstanding amounts.
Next time you’re managing your insurance policies, give this report a try and discover a more efficient way to review and approve policies, ensuring a seamless experience for both you and your patients. Remember we’re also here to lend a hand if needed so don’t hesitate to chat with our team. Happy managing!