How to Add Coinsurance Details to a Patient Chart

Coinsurance % is the percentage of costs that a patient pays for healthcare service expenses. When a patient has a coinsurance, it means that he or she is financially responsible for a set percentage of the contracted rate.

Adding a patient's coinsurance information to his or her chart will allow you to readily create invoices and claims directly from your zHealth account. The software will pull the stored coinsurance information from the patient's file to help automate this process for you. After an invoice is created for an appointment, the patient responsibility will be reflected in the Patient Balance field. This allows you to collect the patient's portion of the bill before the claim is processed.

A. Watch Video Tutorial

B. Read Step-by-Step Instructions

Note: After you've added a patient to your account, you can manage all of their information by clicking Contact Details in the Patient Profile.

1. Enter the first or last name of the patient in the Search box on the top of the navigation bar on the zHealth dashboard. Click Enter.

2. Click on the desired patient name. The Patient’s Profile will open. By default, you will be at the Summary section of the patient profile.

Click on the third tab - Contact Details.

3. Browse through the menu on the left side of the Contact Details tab. Click on the sixth option 'Primary Insurance.'

5. On the right side of the Primary Insurance section, you will find Patient Copay. Enter the Coinsurance percentage in the box provided and click the radio button in front of Percentage (%) as shown here.

6. If the patient has coinsurances for secondary and tertiary insurances, follow Step #5 after you click Secondary Insurance or Tertiary Insurance from the left menu as shown here.