Claim Forms: Add a Custom Insurance Policy
Healthie's CMS 1500 feature makes it easy for you to create CMS 1500 claims and submit them (electronically or physically) to an insurance company for reimbursement for services.
A client's insurance policy on file can be captured during the onboarding process, manually added to their client profile, or even added during the claim creation process. If an insurance policy is added directly into the insurance claim, it will save & store within the client's profile for future reference.
In the event that a client's insurance policy is not available in Healthie's default database of insurance policies, a custom insurance policy can be added to the account insurance settings, the client's profile, or directly via the claim creation workflow.
To add a custom insurance plan when creating or editing an insurance claim:
- Navigate to the Insurance section of the claim
- In the "Insurance Plan" field, start typing the insurance name
- If a match does not appear, click "add a new insurance policy"
When searching for the policy name, if no results are found, an option to "add a new insurance policy" will appear. A side panel will display for providers or account admins to complete the requested information. Once added, the custom policy will be stored in your account's insurance plans database, and can be applied to other clients who may also have this insurer.
For accuracy, and to decrease the chance of denial, please ensure that the insurer name and payer ID is added exactly as it appears on the client's insurance card.
Optionally, the insurance plan can also be addd to your list of accepted policies, which will make it an available option for other clients to select moving forward.
