Dream Factory by TruBridge Ideas Portal
Please remove the requirement to add the P-Private Pay insurance on the appointment event screen in scheduler to be able to add the P to the Financial class on the appointment. The P Insurance causes manual processes to remove the Insurance when using the auto create visit function. We should be able to enter P as financial class on the event screen without P as the insurance code.
Tom,
When in the scheduler event screen for an appointment, there is a field on the left side of the screen under Chief Complaint titled Insurance. This must be filled in so that we can check eligibility in patient connect. When a patient is a self pay/private pay, we direct staff to enter a P in this field. However, when doing that, we get a pop up message "Thrive coverage does not exit on the profile." The system requires that we go to the right of the Event screen and add Insurance P Private Pay. When we do this it causes the billing office problems that they have to manually fix. We want to be able to put a P in the Insurance on the event without having to add the P to the insurance on the profile.
Good afternoon Susan!
Can you elaborate on this request? I've been told that it's not required to enter a Financial class, so they would like more information on what you are asking for and the scenario at your facility that it would improve.