Skip to main content
Skip table of contents

Insurance

The Insurance tile provides information regarding the payer, including line of business, coverage period, and insurance ID. This information pulls over from the EMR. Users may also track available days, deductibles, co-pays, Part B benefits, and the external case manager.

Insurance Company

Resident’s insurance company

Line of Business

Product Line of Insurance (Medicare Advantage, Commercial, Medicaid, Duals, etc)

Is Primary

Dropdown to select Primary or Secondary payer

Coverage Start Date

Start Date of resident’s covered stay

Coverage End Date

End Date of resident’s covered stay

Insurance ID

Resident’s insurance ID

UM Case Manager

External Case Manager handling the resident’s case

image-20250520-173616.png

To edit information, select Edit from the ellipsis. Enter any relevant details, and then select Save.

image-20260519-185833.png

Insurance tile.png

💡 The Insurance Company, Line of Business, and Coverage Start/End Dates determine where each resident falls within the Payer Type Filter of the Admissions page. If the Line of Business is blank or if today’s date falls outside of the coverage period, the resident will not show on the Patient List when filtered to Current Managed Care.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.