It would be very helpful if there was an option to ARCHIEVE an Insurer in the Billing Tab. It is common for a provider to leave a network and if you delete the insurer from the list it also deletes payment information in the client files.

Often when you have two insurance plans or have one and then a client gets a second level of coverage you have to delete the existing information in the primary fields and move it to secondary insurance fields. It would be so much easier if we could just set a flag to the plan that is the current primary, secondary or tiertiary

Not only keep the historical for prior plans but allow the insertion of new plan or a primary plan without deleting the information on the billing & insurance screen

I'd love it if there was a way to store insurance information for multiple policies for one client - currently when a client changes insurance policy there is no easy way to store the old policy information besides in the notes section (that I have been able to find). It would be really nice to be able to have "active" and "inactive" insurance profiles for one client, it would make the transition from one policy to another more smooth.

Thanks!

this is critical...

The ability to reorder the primary and secondary insurances without having to delete and re-enter data. Particularly in cases of EAPs

We need to incorporpate a "previous insurnace" section for clients when / if claim billing issues come up. This way we do not have to research old files

It's so common for a client to change insurance carriers, and we're still needing to bill both the prior for old dates of service, and new one for current. But the system only stores one. It's creating inaccurate information as well.

We verify all of our clients benefit information PRIOR to their first appointment. Example: $500 Individual Deductible and $25 co-pay. It would be incredibly helpful if we can easily store this information under Bill Insurance so we can easily refer to these details.

Also, for folks who have co-insurance %, say 15%, it would be helpful if we can list both amounts for Intake, individual sessions, and couples/family sessions as in this case there are 3 different co-insurance amounts that are collected. Then depending on the type of session for that date of service, therapist can select (maybe from a dropdown menu) the applicable co-pay amount. This would be so much easier that having to constantly change the co-pays amounts per session/date of service.

Thank you for truly considering these needs and making some updates.

Best,
Jennifer

Yes please include for having to refile claims for old policies, the insurance information should not bre removed but just have an end-date to the insurance and be able to add new.

Allow a place for effective/end dates for insurance.

It would be very helpful for TheraNest to allow a user to enter the effective date ranges of a service authorization so that claims can be submitted with the correct service authorization number. For e.g.,

service authorization #1234 effective dates 01/01/2018 to 07/30/2018
service authorization #5678 effective dates 08/01/2018 to 12/31/2018

Thank you for your time!

we have to have access to old insurance! If we need to refer to it later for resubmission or otherwise, we need to be able to archive it as old, but still have the info.

When a client has switched insurance companies but you do not have all the claims paid for the last insurance. If they claim is denied and I need to resend the claim I will need the old insurance information.

great suggestion - I have a couple of clients who job hop and go on and off spouse's insurance as primary then secondary back to primary so it's not a delete scenario, but a switching one

The ability to have multiple insurance companies saved in each client record would be very helpful. Each could have the effective date and end date to assist in billing process.

We need to be able to terminate an insurance in this system. Not just delete the insurance when the patient has a new one. We need to be able to see easily the history of what insurance the patient had and when. You guys need to be able to add a term date to the insurance (so that it's archived) and then let us add the new insurance.

This would be a huge help when having to refile claims for old policies too.

I am finding the need for our organization to be able to have different insurance info saved and to be able to select from the ones I have entered.
Ex. I have three insurance companies entered and saved, the client has a dos on January 1st and I will need to bill companies 1 and 3 but the same client was seen on Dec. 31 and I would need to bill 1 and 2.

Great Idea. I suggested this also under the title Toggle Ins. Comany's....Archiving works too!