Assign insurance policy

Policy assignment

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de una semana

To perform new charges for a new ambulatory patient, you will need to link you patient's account with an insurance policy.

To do this, first you will need to create or look for a patient:

Go to Patient Registration and click on Create button

If your patient already exists, enter their name and click on the result:

After creating or choosing a patient, click on the Insurance information button:

  1. Set Company (for Major Insurance company), Minor Company and Policy Type

  2. Check Elegibility and and NPHIES Coverage benefits

  3. Save

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: January 31, 2022

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