Insurance Information

  1. When insurance information is available, complete the insurance section.
    1. If this is a Workers’ Comp case, the insurance information should have copied automatically from the responsible company’s account. If the first insurance grid line is blank, you can call the company to obtain and enter the WC insurance information.
    2. If this is a non-WC illness, the patient’s own insurance probably applies. The patient’s policies are listed; select based on information from the patient. Information from the selected policy copies to the fields below.
    3. If this is a non-WC accident, auto or other liability insurance may apply. Select Auto or Other in the Accident field, complete the Current Injury/Illness Insurance section based on available information.
  2. In the Claim Information section, enter data applicable to the claim.
  3. Save by clicking Save or pressing Ctrl+S.