When completing their consent, patients have the option to enter in their own insurance details. As a Healthcare Provider you can also make changes to your patient's insurance information from their profile.
Private and Public insurance are available in the patient’s profile. Including all known insurance details will help the PSP (Patient Support Program) to expedite the patient's treatment and reimbursement process.
To add insurance details:
- Open a patient’s profile.
- In the Program Overview section, scroll down to Insurance.
- Select ‘Set Public Insurer’ to add the provincial or federal insurance details or ‘Add Insurance Plan’ to add any private insurance details.
- When adding a Public Insurers, select the payer from the dropdown menu, and enter or update the Health Card Number or ID number. Then enter the benefit type, if it is known. When adding a Private Insurer, select the payer from the dropdown menu and fill out all required fields for the insurance plan depending on the patient’s coverage.
Public insurance cards will have links to quickly access relevant Public Payer Portals or various informational resource websites. If you click on the the portal option you will receive a message letting you know you are about to leave Auxita to open an external website.
To delete an insurance plan entirely:
Click the trash can icon in the upper right-hand corner of any insurance plan tile to delete it. You’ll be asked to confirm this choice before the insurer is deleted.
NOTE: After an Insurance Provider is added, the Plan Payer field becomes locked and cannot be modified. To change the Plan Payer, you must delete the current insurance plan and add a new one. The activity table will track all user actions (Add, Update, Delete).
To edit an existing insurance plan:
1. Click the Pencil on the insurance plan tile or click ‘See Full Details’ and then edit from the window that opens.
2. Once the changes have been made, be sure to click Save.