Apply Rules to the Primary Insurance Payer Question

Your practice may have attempted to apply a rule to the Primary Insurance Payer question on a Questionnaire without success. Here is how it works:

What You Will See:

1. Click My Forms and open the questionnaire.
2. Click the three dots icon and select Rules.
3. Click the +Add New Rule button.
4. In the IF field, select the Primary Insurance Company question.
5. In the EQUALS field, you will see a checkbox labeled UNLISTED. You will not be provided a list of Insurance Payers from your PracticeQ system.

Explanation and Suggestion:

• Instead of showing a full list of payers, this option is to cover the case where the payer for the client is not selectable from the list. The client would select “Unlisted” and then the practice would trigger a rule to request the new payer name from the client.
• You may create a radio button or dropdown question and manually set the insurance payer options. After doing so, you will be able to set up the rule.
• You may also use the insurance field wherein you can start typing your insurance and see the list auto-suggest, but no rules can be applied to this question type.