Managing Insurance Form Fields

By effectively managing insurance form fields, you can streamline the insurance claim submission process and improve the efficiency of your clinic's operations. By properly configuring the form fields in your clinic management software, you can ensure that all the necessary data is captured, reducing the chances of claim rejections or delays. This subsection will guide you through managing insurance form fields effectively.

Selecting Form Fields

Optional insurance-related fields to track your policies and claims.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Insurance from the menu.
4. Scroll to the Form Field section.
5. Check the Required Form Fields you use.

Important Note: You can use the Quick Select option for TELUS eClaims in Canada or CMS-1500 for American claims. You can also select additional fields for VA claims in the US.