This is a guide to show you where to enter your client's insurance information into the system.
We recommend keeping a copy of your client's card on file in your General Documents. Here is more on how to do that:
The Insurer box is where you will choose the client's insurance company from your database of Insurers.
If you need to add a new insurer to your database, click on "manage insurers" Here is more information on how to do that.
The Insured ID is where you will enter the client's ID number from their insurance card. This is also commonly called the Policy Number
If the client's policy has a plan name it will be listed on their card. You can enter that information here. It is not required. If a plan name does not appear on their card, it is likely they do not have one
This is the date the client's policy became effective. You can get this information when checking the client's Benefits and Eligibility
The FECA number is used in cases of Federal Workman's comp claims. Generally this box will be left blank.
TIP: In certain instances Medicare requires you to enter the word "NONE" into box 11 to show in good faith that you verified the client does not have another policy primary to Medicare. In those cases you can enter "NONE" into this field to satisfy Medicare requirements.
Policy or FECA Number
If the client's policy has a group number it will be listed on their card. You can enter that information here. It is not required. If a group number does not appear on their card, it is likely they do not have one
This is the name of the Policy Holder's employer. If this is an employee policy the employer should be listed on the client's card.
Plan Subscriber Employer
You can enter the client's co-pay information here. This will prompt the client's co-pay to appear on the Agenda, as well as on the invoices.
This is your contracted rate with the insurance company. Note: this box is informational only and will not automatically add a contractual to your invoices.
Contracted Rate with Insurer
If the client's service requires and Authorization you can enter in the authorization number given.
Prior Authorization Number
This is the name of the policy holder. It is informational only and does not transfer into the claim. Please see the Insured ID section below for information on the policy holder.
Plan Subscriber Name
You can enter in the number of approved units. TheraNest will count down the number of "kept" appointments and notify you when the auth needs to be renewed. Here is more information on that:
Set Re-Authorization Reminder
To "Accept Assignment" mean you are accepting the Payers contract rate. If you in network with the insurance you must mark "Yes"
To "Authorize Payment to Provider" means you want the payment sent directly to you.
If you are billing Out of Network you can choose how you want to handle these options.
Here is more information on Out of Network Billing
Accept Assignment and Authorize Payment to Provider
Choosing "Yes" means that the client has authorized you to release any medical information necessary to process this claim. This includes diagnosis, procedure, and notes if requested by insurance.
Note: TheraNest does NOT send your records to insurance. If a payer requests medical records they would need to be printed/dowloaded and faxed or mailed to the payer.
Release Medical Records and Billing Info to Insurance
If your client's condition is related to an auto accident or workman's comp you can complete this information below
Client Condition Related to an Accident?
Relationship to the Insured
This is the client's relationship to the Insured ~ or policy holder.
TIP: If the Client is the Child of policy holder relationship is: Child
TheraNest requires that Policy Holder information is complete before sending claims.
TIP: Be sure to complete the Policy Holder's gender field. The "Undefined" gender entry often causes rejections.