Adding insurance details to the patient chart is essential if you want them to auto-populate in the HCFA form. Watch the video tutorial to learn how to add insurance to a patient's chart.
You can receive a copy of the invoice while emailing it to the patient. Check out this video to learn how to enable or disable this feature in their zHealth account under the Facility tab.
Completing the patient's contact details is important because if you want to auto-populate all details in the HCFA form. This makes the claim generation process easier as every time you submit a claim for a given patient, the primary insurance ...