How to Create Insurance Records

To create an insurance record, you must have a prospect record on file.

The insurance records capture all of a prospect's insurance info and allow users to run instant, outside, and phone verification of benefits (VOBs). Once you transfer a prospect record over to the EMR, it populates that same insurance record to the face sheet on the EMR during the transfer process. For more information on transferring records, check out How to Transfer a Record to The EMR. 

Insurance Payors

Insurance Payers refer to the entity responsible for reimbursing healthcare providers for services rendered to patients. In the Kipu CRM, a red dot or a green dot reflects whether or not an insurance payor supports instant verification of benefits (VOB).

• Green Dot: The Insurance Payor can support instant verification of benefits (VOB) capabilities.
• Red Dot: The Insurance Payor does not support instant verification of benefits (VOB) capabilities.
   

Adding Insurance Records

1. When adding in an insurance record the system will auto-detect if the record has a primary insurance record if not.
   
   • If not, it will select primary as the insurance type.
   • If primary exists and adding a new record, then default to secondary.
   • If secondary exists and adding new record, then default to tertiary.
   • If tertiary exists and adding a new record, then default to other.
2. Every time a new insurance record is created the CRM will auto-detect the insurance type and place it on the record so that the user does not have to select it. Even though it will be selected, the staff will still be able to edit/change.

Adding Insurance Records 

1. Using the global search bar, search for your prospect's first and last name and select the Patient Record.
   
   
2. Click on the Insurance List from the side panel menu or feel free to scroll down to the Insurance List section.
    
3. Then, click Add Patient Insurance.
   
   
4. For reporting and documentation purposes, we highly recommend that you fill out as many details as possible. However, only the Insurance Priority and Subscriber ID are required by default.
   
   

   Note: Because it is possible to make other fields required under settings, you may see additional fields marked with asterisks (*). These fields must also be filled out before you continue. If you have questions related to these fields, please consult with your Superuser.

5. Once all required fields have been completed, click on the Save Changes button to finalize.