CAREWare 6 Insurance Setup
Modified on Wed, 13 Mar 2024 12:07 by Kevin Ricciardo — Categorized as: Uncategorized
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CAREWare includes options to customize the insurance list for the
Annual Review Insurance Assessment
. In prior builds, the option
Other
was selected with the name of the insurance entered in a text box. Users can now update the list of insurance options to match their program's needs.
Here we can see the list of HRSA-defined insurance options and Other.
Insurance Setup
can be used to include more options on the insurance assessment list, map insurance options to the
RSR
, and group insurance options together.
Insurance Setup
is completed in
Central Administration
under
Clinical Setup
.
To navigate to
Insurance Setup
, follow these instructions:
Log into
Central Administration
.
Click
Administrative Options
.
Click
Clinical Setup
.
Click
Central Clinical Setup
.
Click
Insurance Setup
.
Map Insurance Codes
– Users can group insurance options together in a custom-created system and make choices about how that insurance option is used.
Insurance Coding Systems
– Users add insurance systems and codes, expanding the list of insurance options.
To add a new insurance system, follow these instructions:
Click
Insurance Coding System
.
Click
Add System
.
Enter a
Name
.
Click
Save
.
New insurance options can be added to the new system by clicking
Manage Codes
.
To add new insurance options, follow these instructions:
Click
Add
.
Enter a
Code
.
Enter a
Description
.
Click
Save
.
Now that a new insurance option has been added to the list, that insurance option can be activated under Map Insurance Codes.
Note: The new insurance code was added under the new system. When managing codes, that insurance code appears when that system is selected.
To activate a new insurance option and determine use, follow these instructions:
Click
Map Insurance Codes
.
Select an
Insurance Type
.
Click
Coding
.
Click
Add
.
Select a
System
.
Select a
Code
.
Select a
Use
.
Click
Save
.
The new insurance code has been added to the list.
In this example, Aetna has been mapped to the
Private – Employer
and
Private – Individual
insurance for the
RSR
.
When the new insurance option is selected from the drop down list, the
RSR
insurance option it is mapped to is automatically checked in addition to that new insurance.
In this example, a client with Aetna insurance is counted in the
RSR
as having
Private – Employer
insurance.
Click
here
to download these instructions.
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CAREWare 6 All CAREWare Documentation