In order to bill items to insurance on behalf of a patient, the patient's insurance plan details must first be logged as part of their general profile. This tutorial will demonstrate how to manually add/edit a patient's current benefits to their summary profile page in Vision(X).
Select a Patient Profile
Select a patient profile. The "Search Patient" field is always visible at the top of your Vision(X) site. Select this field to search for any patient by name:
Alternatively, users can select a patient from Today's Appointments list, or from the Patients tab directly:
Review Patient Insurances
A patient must have valid insurance information associated with their profile in order to enter benefits. Review the patient's current insurances in the box on the right-hand side of their profile summary page:
Click the three ellipses to open the Benefit Check menu:
Alternatively, Insurance & Benefits can also be accessed in a dedicated subtab of the Patient Information menu:
Benefit Check
The Benefit Check menu will appear:
Select toggle options, then enter information into each field as applicable. When a benefit is to be listed as available (marked by green check), additional fields for the relevant types of benefit calculation will appear (e.g. Copay & Copay Amount; % of charge calculation, etc.) Scroll to continue down the menu until all benefits/calculations have been added, then click "Confirm" to save:
Success!
The benefit availability is now saved, and will appear marked as eligible with a time and date stamp for the last benefit check:
Current benefits can be viewed/edited on the patient's profile summary page at any time:
