Managing Insurance Form Fields

Effectively managing insurance form fields can significantly enhance the insurance claim submission process and boost your clinic's operational efficiency. Proper configuration of these form fields in your clinic management software ensures that critical data is captured, minimizing the risk of claim rejections or delays. Follow these steps to manage insurance form fields effectively.

Selecting Form Fields

Optional insurance-related fields allow you to track your policies and claims comprehensively. Here's how to choose the necessary form fields:

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.