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Additional Info

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  1. For every insurance-based appointment, there are some mandatory information needs to be entered in the claim form.
  2. So, to add this information, click on Patient list > Select a Patient > Patient Demographics menu.
  3. In the Additional Information tab, we have listed some of the information to be captured in the claim form.

  1. The details that were added in the Additional Information page are:
  • Referring Provider
  • Referring NPI
  • Referral Number
  • Referral date
  • Referral Expires
  • Onset Date of Current Illness
  • Illness Date
  • Unable to Work Date
  • Hospitalized with Illness Date
  • Condition related to current or previous employment
  • Condition related to an accident or an auto accident
  1. The details added in the Additional information page will be automatically populated in the claim form when the user if needed.
  2. As we are getting this information as default information, every insurance-based appointment claim will have the same information.
  3. The provider can edit this information in the editable claim form manually and click “Save” to save it based on “Globally” or “Claim Only”.
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