🏥 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
- 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
- Generate an Initial Claim