The Insurance Policy Manager window for Apollo will now allow users to create benefits levels and to assign them to one or more policies according to the coverages added to these levels.

Here we will show you how to generate a new benefits level, how to add products and diagnostics, how to assign this level to any policy and how to see this information in the patient information.

First, you must enter an major company in Insurance Policy Manager. Here you will see the list of policies but also a new button called Levels, which will switch between policies and levels view, click on it :

Now, click on New Level to create a new level of benefits :

Here you must enter the following information :

Save the changes.

See example :

You will see a confirmation message. Click on the level to add the benefits :

You can also edit any level if you need to update its information :

Now, inside the level information, click on Add New to add the benefits :

Now, enter the Benefit Code and the Benefit Name. Set it as Active and check the Include all products and Needs pre authorization boxes if apply. Save the changes.

Note : Products and diagnostics interface has been improved in order to display these two options within the same benefit record but their behavior has not changed.

After saving the benefits record, click on it to add products and diagnostics.

Here, under the header click on the plus icon under the header information to add products :

Search for a product, enter its authorized amounts and check if it requires pre authorization or it will be excluded from the benefits level. Save the changes and repeat this process to add more products.

To add diagnostics, scroll and click on the plus icon that appears over the Diagnostics section :

Repeat the name search as in products and confirm.

Now, go back to the main section where all levels are displayed, click on Policies button to switch the records search :

Now, look for a policy of this same major company and double click on it to enter :

Here, click on the Level button, which has a link icon. Here we must link the level to this policy :

Enter the Level name on Linked Benefits Group and double click on it :

Cirrus will load its information. Save the changes to confirm.

Now this level will be automatically assigned to the policy. You can also add this level on any other policies that you consider needed.

Now, Apollo will look for benefits and coverages first by looking in the levels and secondly by looking in the policy benefits and coverages, giving priority always to the level configured.

In our example, we assigned the policy from the example to a patient. Click on View System Policy Benefits to see if this policy has any level assigned :

You will see the levels assigned under the benefits section :

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

Date: February 19th, 2024.