After you have successfully chosen the patient's case type you are ready to input data into the insurance section of the Case Info tab. Follow the steps below to make sure you complete this section correctly.

1. First, select the patient's payer information from the drop down insurance carriers list on the right. To learn more about adding insurance payers into your carriers list, click here. 2. To add secondary and tertiary insurance carriers, click into the fields labeled Carrier 2 or Carrier 3. The software will prompt you with a confirmation screen to create secondary and tertiary carriers for the subscriber/patient. Note: If a patient has more than one insurance carrier linked to their case, the software will automatically generate secondary insurance claims when you print them out. To learn how to turn this feature off, refer to patient preferences.   3. Next, select the subscriber's relationship to the patient from the Patient Relationship To Insured menu on the left hand side of the screen. For example, select self if the insured and the patient are one in the same. On the other hand, if the holder of the insurance policy is a parent or a husband/wife then the relationship might be child or spouse. When you select your Patient Relationship to Insured the majority of your subscriber's information will populate automatically, however depending on which relationship you chose, certain fields will remain blank -- such as the Insurance I.D. # and the subscriber's first name. Refer to the following table below as a guide for completing the remaining insurance information. After you have completed the insurance portion of the CASE INFO section, you are ready to move onto setting up the insured's coverage settings.   Ins. I.D. # - Enter the subscriber insurance identification # from the pack of the I.D. card. Last Name - Enter insured's last name. First Name - Enter the insured's first name.   Address - Enter the insured's mailing address. City - Enter the insured's city. State - Enter the insured's state. Zip - Enter the insured's zip code. Phone - Enter the insured's telephone number. Group or FECA# - If the insured has a group or FECA policy, enter their identification number from the back of the card.   Insured's DOB - Enter the insured's date of birth. Employer/School - Select the insured's employer/school. Ins Plan/Program - This field will only populate if you have entered a secondary or tertiary insurance carrier for the patient. Claim Filing Indicator Code - If you are billing your insurance claims electronically, you must select an appropriate claim filing indicator code for all primary insurances. Insurance Type Code - For secondary and tertiary insurance carriers, you must select both a claim filing indicator code as well as an insurance type code for the claim. If you are unsure as to what to use for either of these codes, you will need to contact the insurance carrier to determine what sort of plan it is the insured is using.