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Status Completed
Categories Clients & Groups
Created by Guest
Created on Jul 6, 2016

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Track client's insurance history

Have a way to keep track of old insurances. When a client switches insurance, you just have to delete their old one. There's no way to keep track of what insurance they had and when, if they switch. If we were allowed to archive insurance plans instead of completely deleting them, we'd still see a history of the insurance plans assigned to the client. Additionally, the old/expired insurance should be used for claims arising from invoices for services rendered before it's expiration.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We've released an update that enables you to record and view a client's insurance history. Now, you no longer have to delete insurance information from a client’s Bill To & Insurance Info tab once coverage is no longer active. Instead you can easily mark old coverage as Inactive, enter a coverage end date and add the new active insurance information. With this update, some billing functionality and layouts have changed. Please watch this short video to see all of the updates here: https://theranest.wistia.com/medias/dua9pzuzxl. Find more help articles regarding the Insurance History update here: https://help.theranest.com/en/collections/22592-billing.
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  • Christine Wheeler
    Reply
    |     Dec 1, 2020
    It would be very helpful if there was an option to ARCHIEVE an Insurer in the Billing Tab. It is common for a provider to leave a network and if you delete the insurer from the list it also deletes payment information in the client files.
  • Guest
    Reply
    |     Jul 2, 2019
    Often when you have two insurance plans or have one and then a client gets a second level of coverage you have to delete the existing information in the primary fields and move it to secondary insurance fields. It would be so much easier if we could just set a flag to the plan that is the current primary, secondary or tiertiary
  • Guest
    Reply
    |     Jul 2, 2019
    Not only keep the historical for prior plans but allow the insertion of new plan or a primary plan without deleting the information on the billing & insurance screen
  • Guest
    Reply
    |     Jun 10, 2019
    I'd love it if there was a way to store insurance information for multiple policies for one client - currently when a client changes insurance policy there is no easy way to store the old policy information besides in the notes section (that I have been able to find). It would be really nice to be able to have "active" and "inactive" insurance profiles for one client, it would make the transition from one policy to another more smooth. Thanks!
  • Guest
    Reply
    |     Apr 30, 2019
    this is critical...
  • Guest
    Reply
    |     Mar 28, 2019
    The ability to reorder the primary and secondary insurances without having to delete and re-enter data. Particularly in cases of EAPs
  • Guest
    Reply
    |     Sep 17, 2018
    We need to incorporpate a "previous insurnace" section for clients when / if claim billing issues come up. This way we do not have to research old files
  • Guest
    Reply
    |     Jun 11, 2018
    It's so common for a client to change insurance carriers, and we're still needing to bill both the prior for old dates of service, and new one for current. But the system only stores one. It's creating inaccurate information as well.
  • Guest
    Reply
    |     Apr 11, 2018
    We verify all of our clients benefit information PRIOR to their first appointment. Example: $500 Individual Deductible and $25 co-pay. It would be incredibly helpful if we can easily store this information under Bill Insurance so we can easily refer to these details. Also, for folks who have co-insurance %, say 15%, it would be helpful if we can list both amounts for Intake, individual sessions, and couples/family sessions as in this case there are 3 different co-insurance amounts that are collected. Then depending on the type of session for that date of service, therapist can select (maybe from a dropdown menu) the applicable co-pay amount. This would be so much easier that having to constantly change the co-pays amounts per session/date of service. Thank you for truly considering these needs and making some updates. Best, Jennifer
  • Guest
    Reply
    |     Apr 6, 2018
    Yes please include for having to refile claims for old policies, the insurance information should not bre removed but just have an end-date to the insurance and be able to add new.
  • Guest
    Reply
    |     Mar 21, 2018
    Allow a place for effective/end dates for insurance.
  • Guest
    Reply
    |     Mar 9, 2018
    It would be very helpful for TheraNest to allow a user to enter the effective date ranges of a service authorization so that claims can be submitted with the correct service authorization number. For e.g., service authorization #1234 effective dates 01/01/2018 to 07/30/2018 service authorization #5678 effective dates 08/01/2018 to 12/31/2018 Thank you for your time!
  • Guest
    Reply
    |     Oct 19, 2017
    we have to have access to old insurance! If we need to refer to it later for resubmission or otherwise, we need to be able to archive it as old, but still have the info.
  • Guest
    Reply
    |     Aug 4, 2017
    When a client has switched insurance companies but you do not have all the claims paid for the last insurance. If they claim is denied and I need to resend the claim I will need the old insurance information.
  • Guest
    Reply
    |     May 5, 2017
    great suggestion - I have a couple of clients who job hop and go on and off spouse's insurance as primary then secondary back to primary so it's not a delete scenario, but a switching one
  • Guest
    Reply
    |     Nov 30, 2016
    The ability to have multiple insurance companies saved in each client record would be very helpful. Each could have the effective date and end date to assist in billing process.
  • Guest
    Reply
    |     Aug 10, 2016
    We need to be able to terminate an insurance in this system. Not just delete the insurance when the patient has a new one. We need to be able to see easily the history of what insurance the patient had and when. You guys need to be able to add a term date to the insurance (so that it's archived) and then let us add the new insurance.
  • Guest
    Reply
    |     Jul 7, 2016
    This would be a huge help when having to refile claims for old policies too.
  • Guest
    Reply
    |     Jan 12, 2016
    I am finding the need for our organization to be able to have different insurance info saved and to be able to select from the ones I have entered. Ex. I have three insurance companies entered and saved, the client has a dos on January 1st and I will need to bill companies 1 and 3 but the same client was seen on Dec. 31 and I would need to bill 1 and 2.
  • Guest
    Reply
    |     Jun 16, 2015
    Great Idea. I suggested this also under the title Toggle Ins. Comany's....Archiving works too!
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