The Administration module also includes the Insurance Providers tab to easily manage insurer-related data and add new providers.
Creating a New Insurance Provider
- Navigate to Administration from the left-side menu.
- Select the Insurance Providers tab in the Administration module.
- If you need to create a new insurer, click the + New Provider button in the middle of the screen (if no insurance providers created yet).
- Or use the + New Provider button in the top right corner to add more providers to the list.
- In the pop-up form titled New Provider, fill in the following fields:
- Name (required): Enter the insurance provider name.
- Phone (required): Input the phone number.
- Status (required): Set the provider status as either Active or Inactive (Use the status options to enable or disable a required insurance provider).
- Once all fields are completed, click Create to add the provider. If you need to cancel, click Cancel.
- After adding a new provider, you’ll find it listed in the Insurance Providers tab, displaying the name, phone, current status, and number of assigned patients.
💡Notes
Every patient can be assigned to a specific insurance provider to ensure proper coverage and claims management. Check the full guide on How to assign the patient to the insurance provider.
Editing the Insurance Provider
- Click the necessary provider or use the three-dot menu next to it to select Edit.
- Update or edit the insurance provider information by filling in the following fields.
- Name (required): Enter the insurance provider name.
- Responsible Person (required): Choose the necessary person from the dropdown menu.
- Status (required): Set the provider status as either Active or Inactive (Use the status options to enable or disable a required insurance provider).
- Phone (required): Input the phone number.
- WhatsApp (optional): Enter the WhatsApp number.
- Email (optional): Provide the email address.
- Website Link (optional): Add the insurance provider’s website link.
- Claims Portal Link (optional): Enter the link to the claims portal.
- Preferable Contact Way (optional): Choose the necessary option from the dropdown menu (Email, Phone, WhatsApp, Web Portal, Other).
- Comments (optional): Add any additional notes or comments about the insurance provider.
💡Notes
Contact information is optional, but when added, it appears in the quick-contact box during patient invoicing for instant one-click access. It gives a convenient way to reach the provider directly or for claim-related communication.
- Also, provide the primary contact details in the following fields.
- Name (optional): Specify the primary contact name.
- Position (optional): Provide the primary contact’s position.
- Phone (optional): Enter the contact phone number.
- WhatsApp (optional): Add the WhatsApp number.
- Email (optional): Include the email address.
- Click the Save button to apply the changes.
- View the patients linked to this provider by selecting the Show Patients link in the top-right corner.
Deleting the Insurance Provider
- Use the three-dot menu next to the required insurance provider to select Delete.
- Click the Delete button to confirm that you want to remove the chosen provider (this action cannot be reversed).
