Insurance Settings & Adding Custom Insurance Policies
Healthie is designed to be highly customizable, with dozens of settings that can be managed for your account, including insurance preferences. Manage your insurance, CMS 1500 claim, and Superbill settings.
IN THIS ARTICLE:
Settings (gear icon top-right) > Insurance
Enable or disable key insurance settings for your account, including:
- Ability to track insurance authorization within a client's profile
- Ability to create CMS1500 claims
- Office Ally direct claim submission
- Ability to create create Superbills
Note: if you disable insurance settings AFTER creating a claim or Superbill, no client data will be lost. You'll have the ability to enable these settings once again, and can review past created forms.
Additionally, you can add and manage Billing Providers for your account.
Add a Custom Insurance Policy
If an insurance payer does not appear in the Healthie database for payers, you can (optionally) add an insurer as a custom policy.
Insurance Settings > Custom Policies > Add Policy
And aside tab will display, with prompts to add the following information:
- Insurance Name
- Payer ID
- Optionally add the policy as an accepted policy (see below)
Click "Add New Insurance Policy" to add your custom policy.
Alternatively, a custom insurance plan can be added directly to a client's profile.
Accepted Insurance Policies
You'll also have the option to add Accepted Policies to your settings. When creating an insurance claim, when selecting the client's insurance from the drop-down list, at the top, you'll see the payers that you're currently in network with and have added to your "Accepted Policies" list
Get Ready to Accept Insurance
If you're going through the motions of setting your account up so you may accept insurance, you may find this Healthie guide helpful. We walk through some best practices in getting your account ready for client onboarding and insurance processing.