Add new deductible fields to Bill To & Insurance information
Can we add the following things to filling and insurance for clients:
deductible:
deductible amount met
out of pocket max
verified by (staff drop down box)

Client’s now have deductible and coinsurance fields available on the “Bill To & Insurance Info” tab in the web app, as well in the client portal.
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Traecy Prouty commented
alert when a client's out of pocket has been met and we no longer need to collect copay for that plan year
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Anonymous commented
If we could request auth or confirm benefits from theranest - if linked with a clearing house of course would be so helpful.
Also, maybe if this were possible, it could automate the copays and deductibles, etc.
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Laurie Dunn commented
This would be extremely helpful!!
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Barbara Homrich commented
Yes! Please...this is a huge problem in our group practice as well!
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Keicha Christiansen commented
Yes please. We have several therapists in our practice. Having a place to enter deductible and coinsurance amounts would be so helpful.
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Barbara Homrich commented
This is so necessary...3 box3s-co payment, deductible and co insurance
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Lesley Cunningham commented
Creating an insurance invoice that reflects contracted amount plus co-pay and then being able to reflect that the client paid the whole amount as the deductible has not been met without creating client credit.
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Information Triad commented
I love that there is a box to put in client co-pays, however, it is often that a client has to reach a deductible before they can begin paying that copay. It would be nice if there were an option where we could filter the $ to collect at check in that would show on the calendar to apply before the deductible. This could even be filtered by service type - so if a client is scheduled for 90834 we could note in the system that with this client's insurance it will cost 89.72 if the copay has not kicked in and 90837 will be 95.22 and 90791 111.12 or whatever.
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Janelle Gray commented
I regularly have to tell the receptionist what somebody owes because there's only a co-pay box on the agenda and if I put the deductible amount in that box, it freaks out the clients who think they have a co-pay of $134.51. There needs to be three boxes. "This is your co-pay. This is your co-insurance and this is your deductible." Not only on the "bill to and insurance info" page but also on the agenda so the reception can provide accurate information.
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Joan Zielinski commented
And need coinsurance to calculate base on service type given. Each service can have different charge amount, each appointment can be a different service type.
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Becki Hynicka commented
On the insurance billing screen you also need a box for deductible and coinsurance. Most patients don't have a copay. 90% of them have a deductible and a coinsurance after that and there is no place to put this info in. Thank you!
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Stephanie Haraburda commented
Adding Total Deductible Amount, Remaining Deductible or Amount Met thus far. Co-Insurance. Notes section (ex: Cl reports upcoming change of insurance when starts new job on 09-01-2016)
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Grace Kim commented
Great idea! I would just add a separate prior auth for psychological evaluations
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Megan Lee commented
I cannot find this either, was it ever answered.
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Daniel Metevier, PsyD commented
I can't find it either and it's been over a year. It would be helpful if when a task is completed the tech team would provide a link to instructions on where to find the feature or whatever.
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Jennie Wilson commented
Great feedback.
Things that we ask for when we call the insurance company is:
Contracted rate
Co-Pay
Co-Insurance
Deductible
Deductible amt met
Out of pocket max
Prior auth
Date verified, and by who? -
Laura Hicks commented
I cannot find it either. Would someone please advise as to where to find this?
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Andee Gay commented
Where is this feature?? I can't find it either?
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Anonymous commented
I agree the addition of that option would be very helpful.
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Michel Selva commented
This item is marked "completed" but I cannot find a place to enter the amount of deductible.