Setting Up Insurance Schedules
An insurance schedule is a schedule of benefits offered by an insurance plan. You can set up and customize insurance schedules to provide accurate benefits to your patients and ensure precise billing for your practice.
As a user of AcuityLogic On-Premises, you receive AcuityLogic with a default version of each insurance schedule. For each insurance plan that your office uses, make sure the receivable for each item type is correct; receivables vary depending on a company’s contract with each insurance carrier. After going live with AcuityLogic, it is your company’s responsibility to update and maintain all insurance information.
AcuityLogic enables you to create multiple insurance schedules for each plan. Each insurance schedule for a plan is called a version. Having multiple versions enables you to assign different schedules to different office locations if necessary. It also enables you to set up new insurance schedules ahead of time if you know that a plan’s benefits are changing. For example, if the benefits for the VSP Choice plan are changing on January 1, you can set up the new insurance schedule in September and configure the new schedule to automatically start and the old schedule to automatically end on January 1. To more easily identify insurance schedule versions, you can activate and use the custom schedule version naming feature. See Creating Custom Names for Insurance Schedule Versions.
This section explains how to set up insurance schedules.
For multitenant environments, the setup covered in the following topics can be completed only by administrators of the parent company. Administrators of the parent company can complete the insurance setup for all companies from the Insurance menu. Administrators of individual companies cannot access the Insurance menu.
If necessary, the insurance schedules can be set up or updated for individual companies after the initial insurance setup is complete from the Insurance Mapping window. See Setting Up Insurance for Individual Companies.
Topics include the following:
- Adding and Copying Insurance Schedules
- Modifying Insurance Schedules
- Making Mass Updates to Insurance Plan Schedules
- Reporting Insurance Schedule Mass Update Results
- Understanding Insurance Schedule Methods and Method Components
- Viewing Insurance Schedule History
- Assigning Insurance Schedules to Offices
- Copying Office Insurance Schedules
- Adding Insurance Schedule Notes
- Exporting Insurance Schedules to a Spreadsheet
- Deleting Insurance Schedules