Add Self-Pay Case

Add Self-Pay Case

1. To prevent duplication, navigate to Cases and verify the case is not in the system then click Add on the right of the window. The New Case window opens.
2. Enter the General tab information.
   • Name and Description: The name for the case that will help distinguish it from other cases (e.g., Self Pay, Self-Pay Billing), and if applicable, a brief description about the purpose or use of the case (e.g., the condition for which the patient is being seen).
   • Referring Provider: If applicable, auto-populates from the Patient record.
     • To search and select a provider, click Referring Provider. If the provider is not listed, click New at the bottom of the Select Referring Physician window and create a new Referring Physician.
   • "Active?": Selected by default. To change the case to inactive at any time, click to clear the selection.
   • "Send patient statement?": Selected by default and allows statements related to the case to be sent to the patient. To prevent patient statements from being sent, click to clear the selection.
   • Payer Scenario: Click the drop-down arrow and select Self Pay.
3. If applicable, remove any insurance policies added by default (when there is an existing primary case with policies in the Patient record).
   Note: When an encounter that is associated with a case that has no insurance policies is approved, the balance will automatically transfer to the patient's responsibility.
4. Click Save at the bottom of each relevant window until it is no longer available.
   • For cash practices creating an additional self-pay case for the purpose of printing a claim, do not save, but proceed to Add Self-Pay Insurance Policy.

Add Self-Pay Insurance Policy

Adding a self-pay insurance policy is only intended for cash practices that have created a custom self-pay insurance company and plan for the purpose of printing a claim (as printing claims requires a policy be added to the self-pay case).

1. Under the Insurance section, click Add on the right of the window. The Select Insurance Plan window opens.