Add Insurance by Payer and Health Plan

Complete the following steps to add insurance by payer and health plan:

1. In the Add Insurance section, if the insurance card is available, select Add.
2. Follow the prompts to take a photo or add images of the front and back of the card.
3. Select Upload. The insurance card is added.

   Note:

   During this process, key data elements are recognized using OCR to eliminate manual entry.

   • When adding an insurance card, values are updated and overwritten where they have not yet been saved.
   • When replacing an insurance card, values are updated if previously blank.
4. Complete or update additional fields as needed and select Add.

   Note:

   Patient Info From Payer fields are available to document whether the following information the payer has on file is different. Last Name, First Name, Middle Name, Suffix, Gender, and Date of Birth. Oracle Health recommends that you allow these fields to be updated by the system when accepting a discrepancy in the eligibility response, and that you do not update these fields manually.
5. If the patient or a related party is the subscriber, select them and select Add. Then skip to Step 7.
6. If someone else is the subscriber, search for and select the person, and select Add. Note that subscriber information must be updated separately. If the person is not found, complete the following steps:
   1. Select Add New Subscriber.
   2. Enter all required values and select Add.
7. Complete all information as needed and select Add. Insurance is added to the patient and is displayed as Allocated for the encounter in the Financial Responsibility pane.