While registering a patient that has an insurance coverage you need to set their insurance information on Patient Registration (Insurance information tab) and then adding a new policy (+) for an existing Major insurance company. Some of those policies does not exist on our Apollo database so the usual way to create a new policy was by exiting this window, and adding a new policy on Insurance Policy Manager where you can manage not only policies but also their insurance companies.

To solve this issue, we implemented a new button for creating new policies on this same insurance information form, saving you time and reducing steps for this process.

Now you can perform this action by entering the policy information without leaving the Insurance Information form and saving this information for Apollo. Here you can even check if a policy already exists on the system and then apply it to your patient processes.

Here's how you can create a new policy from Insurance Information tab:

1. On Patient Registration window, go to Insurance Information tab and add a new policy by clicking on the Add button (+) :

2. Fill Company information fields and click on Create policy:

Fill all of the new policy information and Confirm:

Note:

Minor Company is directly related to the Major Company and Price Lists depend from this minor insurance company.

After completing its creation, you will see a confirmation message:

You can also confirm its creation by entering the Insurance Policy Manager window, where you will also be able to edit this new policy:

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

Date: May 2, 2022.

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