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🏥Insurance/Claims

  • Tops Ortho Daily/Monthly Tasks Reminders
  • Add an Employer Policy
  • Navigate the Employer Policy Fields
  • Find a Payer ID
  • Change an Employer Policy
  • Add a Policy Holder
  • 🏥Video: Creating New Employer Policies
  • 🏥Video: Changing an Employer Policy
  • Assign Primary and Secondary Insurance
  • Enter Insurance Information for Non-Binary Patients and Policy Holders
  • Post an Insurance Payment (Single Patient)
  • Post an Insurance Payment (Multiple Patients)
  • Manage Insurance Payments with Recouped Funds
  • Correct an Insurance Payment Posted to Wrong Patient
  • Issue a Refund to Insurance (Active Contract)
  • Issue a Refund to Insurance (Deactivated Contract)
  • Stop Generating Claims
  • Generate a Pre-Estimate Claim
  • Generate a Date Range Claim
  • Generate a Work in Progress Claim
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