Accessing the Insured Info Tab

The Edit Patient Insurance: Insured Info tab page appears when you click the New Plan or the Edit buttons to add or edit insurance information for the patient from the Edit Patient Insurance page.

Note that Harvest Webstation displays the Policy Info tab by default when you access this page.

Click the Insured Info tab to create or edit insured information or to access the Policy Info tab. If you make changes to the information on either of these tabs and then click on the other tab, the changes will automatically be saved.

You will receive an alert and not be able to add or edit insurance information if another user is currently modifying the patient's record.

Using the Insured Info Tab

This information is not necessary for the insurance screening features to function. However, the data can be entered as reference information for the patient's demographic file.

1. Complete the information in the fields described below to provide additional data related to the person being insured.
• Insured

Enter additional information about the patient.

If you mark "The patient is the insured party" option, then the program automatically fills in the available patient demographic information (name, social security number, etc.). This update may take a few seconds.

• Last Name* Enter the last name of the patient.
• First Name* Enter the first name of the patient.
• Middle Name* Enter the middle name of the patient, if applicable.
• Sex* Select the sex of the patient from the drop down list.
• SSN (Social Security Number) Enter the patient's social security number.
• Relationship Enter the relationship of the patient to the person who carries the insurance policy. Select Self if the patient is the insured party.
• Birth Date/Time Enter the date and time the patient was born.
• Home Phone/ Work Phone Enter the home and work telephone contact information for the patient.
• Home Address*/City*/State*/Zip Enter the address information for the patient.
• Plan

Enter the details of the insurance policy.

• Assignment of Benefits Select an option to indicate whether the insurance benefits have been assigned.
• Coordination of Benefits Select an option to indicate whether the insurance benefits are coordinated.
• Primary Payer Status Select an option to indicate whether the selected insurance company is the primary payer for the patient.
• Notice of Admission Code Select an option to indicate whether there is a notice of admission for the patient.
• Report of Eligibility Code Select an option to indicate whether there is a report of eligibility for the patient.
• Employer

Enter the insurance information for the patient's employer.

• Employment Status Enter the patient's employment status.
• Employment Plan Code Enter the plan code for patient's employer.
• Employer Address*/City*/State*/Zip Enter the address information for the patient's employer.

* If you have cleared the "Disable Automatic Capitalization" option on the Preferences window in Harvest, the fields marked with an asterisk will be automatically capitalized. See Configuring Harvest Webstation: Modifying Program Preferences.

2. Click the Patient is Insured Party button to import any existing demographic information from the Edit Patient: Patient Tab page. The imported information will overwrite any existing information.

If you make changes to the patient information on the Patient tab, then you will need to return to this page to update this information. This information is not automatically updated, and changes to information in this page are not reflected on the Patient tab.

3. Click the Cancel button at any time to return to the Edit Patient Insurance page without saving your changes.
4. Once you have completed the desired fields in this page, click the Policy Info tab to edit the information there, or click the Save button to record the information and return to the main Edit Patient Insurance page.