In the Kipu CRM, the Plan Type field in Patient Insurance records is crucial for categorizing the type of insurance plan a client holds. This field helps users accurately document insurance details, ensuring that the client’s coverage is correctly identified and managed. The article will provide a comprehensive list of all available plan-type options in the system.
Plan Type Options
|
Plan Type Names |
|
COBRA |
| EPO |
| HMO |
| HMO-POS |
| Indemnity |
| Other |
| POS |
| PPO |
| PPO-HRA |
| PPO-HSA |
Important
For guidance on managing the list of patient status options for your CRM account, please click here.