Case Type

Case Type

It is important that you begin entering in patient information by first selecting an appropriate case type.

Case type does three very important things inside your QuickPractice software.

The selected case type maps to BOX 1 on your CM'S - 1500 forms (see below).

The selected case type sets a default coverage for the patient. For example, setting the case type the Medicare will set a default insurance coverage of 80%. On the other hand, setting the case type to Cash-Non-Insurance will set the default coverage to 0% because it is assumed that the patient does not own any insurance. You can always change these defaulted percentages in the patient's coverage information. For more on how coverage works, click here.

! IMPORTANT: Case type also flags all posted charges with either a "to-bill" flag or a "non-insurance" flag. If a charge is flagged as "to bill", the charge will be included in the next batch of billed insurance claims, at which point the "to bill" flag will be replaced with the claim number it is linked to. On the other hand, if you specify a non-insurance type case, or neglect to select a case type at all, charges will be marked as "non-insurance", in which case they will not be included in any insurance batches you print or transmit electronically.

Although a number of default case types are coded into the QuickPractice software, you may also add your own

case types if you do not see one that is appropriate. Using a customized case-type will select "other" for BOX 1 on the CMS01500 form.

To Add:

1. From the case type drop down menu, click Add New instead of selecting a case type. The Add window will appear.

2. Specify the type, by choosing either "insurance" or "non insurance" (to flag charges accordingly).

3. Type in a description for the case type you want to add.

4. Enter the default coverage that will be used whenever this case type is used.

5. Click OK to finish.