How to Set Up a Workers Compensation Insurance Company

How to Set Up a Workers Compensation Insurance Company

Please add/update all insurance plans, including work comp plans on the settings/insurance tab first.  Then you can link the insurance/work comp plans to the patient in the billing manager, patient demographics screen.


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Navigate through the Billing Manager and select the Claim-General tab. After locating the patient, navigate to the Patient Info tab and select the patient’s employment status from the drop-down Menu.

Select the employer from the drop-down menu. The employer section allows searching from the employer's existing list or add a new employer by clicking the + sign.



Add new employer details by clicking the + sign.



Check the Add Details box to select an existing Workers Compensation Insurance company from the dropdown list. Or, to add a new Workers Compensation Insurance plan, click the + button, enter the details and Save. Please refer to the Knowledge Base Article How to Look Up a Workers Comp Payer ID Number in the EDI Portal. https://support.practiceadmin.com/portal/en/kb/articles/how-to-look-up-a-workers-comp-payer-id-number-in-the-edi-portal


To edit, or add a company, use the buttons to the right of the company drop-down. Click the ellipsis (…) to modify the existing details of an employer or click + to add an employer. This will open the Company dialog box. Edit or add any information as necessary.

 

Under the Workers Compensation Tab, Select the required employer from the drop-down menu. Click to modify the existing details of the employer or click to add an employer. This will open the Company dialog box. Edit or add any information as necessary. The insurance plan and insurance address details get automatically populated when the employer is selected.


Enter the worker compensation case number. Enter the worker compensation begin date and end date. Click Save. Select the employer from the Employer History Record. The Contacts section gets highlighted, as shown below. Select the required person from the drop-down menu. Click to modify the existing details of the contact persons or click + to add a contact person. This will open the Contact Person dialog box. Edit or add any information as necessary. Select the contact type from the drop-down menu. Enter any note regarding the contact, if needed. Enter the required details and click Save . The saved contact is displayed in the grid as shown below.


Select the required contact, and click Update , to edit/update the existing contact

information. Click Remove to delete the recorded contact details. Click New to add a new contact.