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Tebra Help Center

Custom Self-Pay Insurance Company and Plan

Updated: 11/13/2024|Views: 2362

There are times self-pay practices may have to print a claim that is not associated to an insurance company and plan. In order to do so, a custom self-pay insurance company and plan can be created.

Add Custom Self-Pay Insurance Company

  1. Click Settings > Insurance > Insurance Companies. The Insurance Companies window opens.
  2. To prevent duplication, verify a self-pay insurance company is not in the system then click + Add Insurance on the upper right of the window. The Most Commonly Requested tab of the Add Insurance window opens by default.
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  1. Select the Search Other tab. Additional options display.
  2. In the Insurance search box, enter the name for the self-pay insurance company.
    Note: No search results are found as this is a custom insurance.
  3. Click Add. The custom self-pay insurance is added to the Selected Insurances list.
    Note: There is no payer ID assigned for custom insurance companies as these are paper claims payers.
  4. Click Save. The Add Insurance window closes and the custom self-pay insurance company displays in the list of insurances.
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Add Self-Pay Insurance Plan

Once the custom self-pay insurance company is created, add a new self-pay insurance plan.

  1. Click Settings > Insurance > Find Insurance Plan. The Find Insurance Plan window opens.
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  1. To prevent duplication, verify the self-pay insurance plan is not in the system then click New. The New Insurance Plan window opens.
Desktop_SelfPayInsPlan_Find.png
  1. Enter the information.
    Note: The information prints on the top right of the CMS-1500 claim form.
    • Insurance Company: Click Insurance Company to search and select the custom self-pay insurance company.
    • Plan Name: The name for the self-pay plan.
    • Address: Since this is a custom self-pay plan that has no claims billing address, it is recommended to enter the practice's physical address with a valid 9-digit zip code.
  2. Click Save.

Next, create an additional self-pay case with a self-pay policy for the patient whose claim(s) needs to be printed.

Desktop_SelfPayInsPlan_New.png