In Kipu CRM, each patient record must include a designated insurance plan type, such as HMO, PPO, or POS, to reflect their insurance coverage. Assigning the appropriate plan type ensures accurate management of the financial aspects of a patient’s care. This streamlines billing processes and enhances precision in financial reporting, reducing the likelihood of errors and discrepancies.
Insurance Plan Type Options
| Cobra | Other |
| EPO | POS |
| HMO | PPO |
| HMO-POS |
PPO-HRA |
| Indemnity | PPO-HSA |
Important
For guidance on how to manage the Insurance Plan type options for your CRM account, please click here.