Custom Insurance Group Names

athenaCollector

This page allows you to create, update (rename), and delete custom insurance groups for reporting purposes.

 

On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Custom Insurance Group Names

 

 

 

  1. Display the Custom Insurance Group Names page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Custom Insurance Group Names.
  2. Name — Enter the name of the new insurance group in the field. Be sure to include the payer's name as it appears on the payer remittance (so that athenahealth can identify and post payments accurately).

    Note: If the group is to be used for capitation, include the word "capitation" or "cap" in the name.
  3. Click Save. The new group appears in the list (in alphabetical order).

 

  1. Display the Custom Insurance Group Names page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Custom Insurance Group Names.
  2. Locate the custom insurance group in the list.
  3. Click the update link. The insurance group name appears on the name field.
  4. Update the name.
  5. Click Save. The updated name appears in the list below.

 

  1. Display the Custom Insurance Group Names page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Insurance Packages, click Custom Insurance Group Names.
  2. Locate the custom insurance group in the list.
  3. Click the delete link. A warning massage appears.
  4. Click OK to delete or Cancel to preserve.

 

 

 

athenahealth has defined a default set of reporting categories that generally reflect the insurance company offering the insurance packages.

 

In most cases, these categories are sufficient. If not, your practice may want to create its own custom groups. For example, because contracting relationships are practice-specific, you might want to set up custom insurance groups that reflect insurance networks or contracts. One practice might classify a given insurance as an HMO, whereas another practice might classify it as a Commercial.

 

Typical reporting groups include HMO/PPO, Medicare, Accident/Legal, and Self-Pay.

 

This page allows you to define the categories upon which you want to report. After you define the categories, you need to associate particular insurance packages with each category using the Custom Insurance Grouping page.

 

You may report on these categories using the Insurance Reporting Category and Use Custom Insurance Groupings menus in the Advanced view of the A/R Aging and Activity Report Wizards.

 

 

Add Custom Insurance Group
Category

The insurance category of the insurance package.

Columns on Custom Insurance Groups List
Name

The name of the insurance package. To ensure that athenahealth can properly post payments, ensure that this name is the payer's name as it appears on its remittance. Additionally, if the group is to be used for capitation, ensure that the name also includes the word "capitation" or "cap."

 

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