How to Add Patient Insurance
EZSCRIPTRx allows the user to easily find and add a Patient’s insurance to check coverage of any medication.
There are two ways to add a Patient’s insurance:
By API: Automatically adding insurance, with just one click.
Manually: If the API doesn’t find the insurance, the user can add the information manually.
Before adding a Patient’s insurance, EZSCRIPTRx will search to determine if the Patient that is being created already exists in the system. If the Patient is in the system and already has an insurance plan associated with them, the insurance will be added automatically. In such a case, there is no need to add insurance information manually or by using the API.
To add an insurance click on “New Patient” button when creating a New patient or also click on the “Patient Profile” button (the one with Patient’s name at the top-right of the screen) when Patient already exists.
Here it is the Step by Step:
Select a provider or add a new one. Learn How to Add a Provider
Click on the “Patient’s name” button (or the “New Patient” button in case creating one) a new modal will be displayed.
Adding a Patient’s Insurance Using the API Method:
a. Once all Patient’s information is completed, click on “Check if patient has insurance” button.
The Insurance information will be displayed with the Active State
If by using the API Method, the system does not find the Patient’s insurance, the following message will be displayed.
b. Click on “OK” to continue.
Adding a Patient’s Insurance Using the Manual Method:
If for any reason the API does not return an insurance for that Patient, it can be added manually.
a. Click on the “Add insurance manually” button
b. Fill in the modal and then click on “Save Insurance” button
The result modal will display the Insurance Information with the Active state
States in the insurance are the following:
For insurance that will be using to check coverage or medicines
For insurance that has been added manually
For insurance that has been added through the API
When checking coverage with the following Insurance information not valid: BIN, PCN, Group