Insurance and the Client Profile

Below are some important things to keep in mind when reviewing insurance information in the Client Profile.

Billing Type

• If the client's Billing Type is set to Self Pay or Unknown, PracticeQ will charge the full amount of the service to the client.
• If the client's Billing Type is set to Self Pay or Unknown and a claim is submitted for the client, PracticeQ will automatically change the client's Billing Type to Insurance.
• If the client's Billing Type is set to Insurance, PracticeQ will calculate copay and insurance balances based off of the information entered in the Insurance 1 and Insurance 2 fields of the client's Basic Information. 
• To learn how to set a rule in a Questionnaire so a client's Billing Type maps automatically, read Map Client Billing Type.

Insurance Information Entry:

• Make sure your Intake Forms contain pre-mapped insurance questions so information populates for your practice. For more information on this, read Mapped Insurance Questions.
• Enter a Copay amount.
• Enter a Coinsurance and toggle it on.
• Deductible and Out of Pocket fields do not auto-populate in PracticeQ; they must be entered manually by the practice.

Note: The Coinsurance entered will only apply if Allowed Amounts are configured in the insurance payer settings. (Lists → Claims → Claims Settings → Payers)

Secondary Insurance

• While you can add Secondary Insurance information for a client, PracticeQ does not submit to secondary insurance payers. If you receive a payment from a client's Secondary Insurance, you can add the payment manually using this article: Track Insurance Payments.