Adding an Insurance COMPANY VS. Adding an Insurance PLAN
COMPANY VS. PLAN
REQUEST A COMPANY IF:
1. You searched by Name, address and phone and there is no match on ANY field.
a. Example: Need THIPA, 2355 Crenshaw Blvd. Torrence, CA 90501-3329, Phone 213-406-2830 but after search none of the items are in the database.
REQUEST A PLAN IF:
1. You searched by name, address and phone and you could not find a match on all fields.
a. Found name, but not matching address and/or phone
b. Found address, and/or phone but not desired name
c. Examples of Plan to be requested:
i. Different name , phone
- Found:
Aetna, 151 Farmington Avenue, Phone 800-872-3862
- Need:
Aetna US Healthcare, 151 Farmington Avenue, Phone 800-872-0123
ii. Different Phone
- Found:
a. Cigna, PO BOX 188061, Phone 844-289-9961
- Need:
a. Cigna, PO BOX 188061, Phone 888-422-8181
REQUESTING NEW COMPANY
1. Click the Demographics menu and select “Organization”
2. In the Organization window, select “Insurance” as the Organization Type.
3. Click “Request Insurance” button located in the lower left corner of the Organization window.
4. Enter your name and phone number (extension if applicable).
5. If you are requesting insurance company only, click the check box indicating that no plan is included in the request.
6. Enter the company name
7. (Optional) Enter the Claims Payer ID and the Eligibility Payer ID.
8. To display fields in which you can enter telephone/fax numbers for the insurance company, click the add button in the Telephone/Fax grid.
9. Enter the number and the extension (if applicable), and select the type of number (General, Claims, Eligibility, etc.). If you want to add more numbers, click the add button again. If you want to remove a number, click the delete button.
10. To display field sin which you can enter addresses for the insurance company, click the add button in the Address grid.
11. Enter all address information, including Type (Claim, Physical, Other).
12. After you enter all information, click the “Send” button.
13. Your request will be forwarded to eMDs Support. When the request is processed, an email will be sent to your inbox in the Plus Messaging application.
REQUESTING NEW PLAN
1. Click the Demographics menu and select “Organization”
2. In the Organization window, select “Insurance” as the Organization Type.
3. Search for the insurance company.
4. In the search results, select (click) the name of the company. The Request Plan button is not active until you select a company.
5. Click “Request Plan” button located in the lower left corner of the insurance demographics record. The Request Insurance/Plan form is displayed.
6. Enter in the plan name.
7. (Optional) Enter the Claims Payer ID and the Eligibility Payer ID.
8. To display fields in which you can enter telephone/fax numbers for the insurance company, click the add button in the Telephone/Fax grid.
9. Enter the number and the extension (if applicable), and select the type of number (General, Claims, Eligibility, etc.). If you want to add more numbers, click the add button again. If you want to remove a number, click the delete button.
10. To display fields in which you can enter addresses for the insurance company, click the add button in the Address grid.
11. Enter all address information, including Type (Claim, Physical, Other).
12. After you enter all information, click the “Send” button.
13. Your request will be forwarded to eMDs Plus Support. When the request is processed, an email will be sent to your inbox in the Plus Messaging application.