Aug

30

Medical Billing Software - Insurance Classes

Filed Under Billing, Medical Billing, Medisoft, Setup, Training | Leave a Comment

Insurance classes are used to categorize insurance companies for reporting purposes.  Each  insurance company can be assigned only ONE “class”.  Then when running reports, you can specify an Insurance Class to run for reporting, instead of a range of insurance companies.

Click on LISTS: INSURANCE: INSURANCE CLASS

Insurance Class Entry
Use this window to create insurance classes, such as Blue Shield or Medicare.  Use these classes to group insurance carriers for easier reporting.  Insurance categories are like patient codes or patient types.  They are user-definable and can be used to assign insurance companies to a certain group.  And you can add an unlimited number of categories to the program.  For example, you can create a Medicare group, or a Blue Cross/Blue Shield group.  Insurance classes are assigned in the Insurance Carrier Entry window, Options tab.

Creating an Insurance Class
Go to the Lists menu and select Insurance and then Classes.  In the Insurance Class List window, click New.  The Insurance Class window opens.

Class ID: Create a class ID for this group.

Class Name: Enter a name for the class (such as Medicare, or Blues).

Description: The Description field is a 100-character field for entering an extensive description.  It scrolls as you enter the data.

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