Track client's insurance history
Have a way to keep track of old insurances. When a client switches insurance, you just have to delete their old one. There's no way to keep track of what insurance they had and when, if they switch. If we were allowed to archive insurance plans instead of completely deleting them, we'd still see a history of the insurance plans assigned to the client. Additionally, the old/expired insurance should be used for claims arising from invoices for services rendered before it's expiration.
Mary
shared this idea
We’ve released an update that enables you to record and view a client’s insurance history. Now, you no longer have to delete insurance information from a client’s Bill To & Insurance Info tab once coverage is no longer active. Instead you can easily mark old coverage as Inactive, enter a coverage end date and add the new active insurance information.
With this update, some billing functionality and layouts have changed. Please watch this short video to see all of the updates here: https://theranest.wistia.com/medias/dua9pzuzxl.
Find more help articles regarding the Insurance History update here: https://help.theranest.com/en/collections/22592-billing.
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Geraldine McClure
commented
Insurances & other plans sometimes have expiration dates for the authorization; is there a way to add a row for expiration date (and have Theranest warn us if past the expiration date)
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Anonymous
commented
I would like to see us be able to archive a Insurance Company's information for a client because sometimes we find out the Primary Insurance is really the Secondary Insurance and need to switch them. Or sometimes the client had a EAP - Employee Assistance Program that pays for the first 3-5 sessions then after that it is sent to their Insurance company. This would eliminate having to enter the Insurance information after the changes--we could just bring the archived one back into active. Some programs I have worked with allow you to enter 3-4 different insurance companies and then change them to Prim, Sec., or Tertiary insurance. This would also work.