Adding a Third Party Plan

To add a Third Party or insurance:

  1. From the Patient Folder > Third Party tab, select Add.

    Adding a Third Party

    The Third Party Plan Search appears.

  2. Enter a Bill Code or a Third Party Name in the corresponding fields.

    3rd Party Search Parameters

  3. Select Search.

  4. Highlight the appropriate Third Party.

  5. Select OK. The Third Party Plan Search window closes and the Third Party is added to the Third Party tab.

  6. Under the Third Party Detail section, enter the appropriate fields.

    Not sure what information needs to be entered? Select Help for more information.

    Help Button

  7. Repeat steps 1 - 6 until all the patient's Third Party information has been added.

  8. Select Save.

Once all Third Parties are added, you can change the rank order that prescriptions are processed to by manually updating the Rank value. You cannot change the Rank of CA (Cash).

Part-Time Employee or Medical Practitioner Discounts

Discounts can be applied for part-time employees or medical practitioners by adding a Third Party bill code to their Patient Folder. Use the dropdowns below for more information.

When filling a prescription for part-time employees that do not have coverage you can use the HL (House Charge - Part-Time Employee) bill code. This bill code takes into account adjusting the cost and markup and setting the dispensing fee to $0.00.

HL Bill Code for Part-Time Employees

No information needs to be entered in the Third Party Detail section.

When filling a prescription for medical practitioners you can use the HV (House Charge V) bill code to charge a $2.00 dispensing fee.

HV Bill Code for Medical Professionals

No information needs to be entered in the Third Party Detail section.

 

Related Topics

Adding an Alternate Bill Code

Adding a Smart Card Bill Code