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Adding Insurances on the Fly

With AllMed PM, you can effortlessly add insurance information while adding a new patient. If the insurance details are not already present in the database, you can input the information directly without exiting the patient database.

Here's how you do it:

  1. From the top navigation menu, select 'Set Up', then click on 'Insurance'.

  2. Accept Assignment: Choose whether you accept assignment of benefits from this insurer. If yes, select 'Yes'; if not, select 'No'. This selection will be displayed in box 27 of the HCFA/CMS 1500 Claim Form.

  3. ID Type: Here, you'll need to specify the type of insurance company from the provided dropdown menu. Options include Blue Cross, Medicare, Medicaid, Commercial, CHAMPUS, among others. The chosen ID Type instructs the software to use the Provider ID number entered in the Insurance ID fields in the provider set up (please refer to the 'Software Setup - Providers' section for more information). These numbers will be reflected in box 24J and box 33B of the HCFA/CMS 1500 Claim Form.

    Note: Despite the numerous options, you will primarily use the following five: Blue Cross/Blue Shield, Medicare, Medicaid, Champus, and Commercial for any that don't fall under the first four categories.

  4. Options: This area contains over three dozen different options, all aimed at managing printing and electronic claims. If your claims were unsuccessful, this would be the first place to check to identify an option that might resolve the issue.

Remember, AllMed PM is designed to make managing your clinic as simple and efficient as possible. So don't hesitate to take advantage of these features.