Add, Edit, or Remove Insurance Case Conditions

Access Patient Insurance Case

1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
3. Click Account. The Account page opens.
4. Click the Insurance tab. The Insurance page opens.
5. Click Edit. The Edit Insurance Case page opens.

Add Conditions

1. Click the Conditions tab. The Conditions page opens.
2. If applicable, click to select whether the patient condition is related to: "None", "Auto Accident", "Employment", or "Other accident".
   • If "Auto Accident" is selected, click to select the state from the drop-down list.
3. If applicable, click to select whether the service provided is related to: "Pregnancy", "EPSDT", "Family planning", "Homebound", or "An emergency".
   • If "EPSDT" is selected, select the referral status from the drop-down list.
4. Under the Add events related to condition section:
   • Enter the Date or Date Range.
     Note: The Type of date auto-populates based on the previous selection's requirements.
   • To add an additional event, click Add event. Then, select the Type of Date and enter the Date or Date Range.
   • To remove an event, click Delete.
5. Click Save & Finish when done.

Edit or Remove Conditions

Update the condition selection and event date, as applicable.

1. Click the Conditions tab. The Conditions page opens.
2. Update the Patient Condition or Service Provided selection:
   • To select a new patient condition is related to, click to select "None", "Auto Accident", "Employment", or "Other accident".
     • If "Auto Accident" is selected, click to select the state from the drop-down menu.
     • To remove a Patient Condition, click to select "None".
   • To select a new service provided, click to select "Pregnancy", "EPSDT", "Family planning", "Homebound", or "An emergency".
     • If "EPSDT" is selected, select the referral status from the drop-down.
     • To remove a Service Provided, click to clear the selection.
3. Edit related events: 
   • To edit an existing event, select a different Type of Date or update the Date /Date Range.
     Note: The Type of Date may be grayed out when the event is required based on the selected condition or service.
   • To add an additional event, click Add event. Then, select the Type of Date and enter the Date or Date Range.
   • To remove an event, click Delete.
4. Click Save & Finish when done.