Setting Up and Activating Insurance Plans

Encompass provides a list of preconfigured insurance carriers and plans.

To make a plan available in Front Office, you first need to activate it. Once you activate a carrier and plan, you can select them from the Carrier Name and Plan Name fields in the Add Insurance window in Front Office.

1. From the menu, select Billing & MVC and then Carrier & Plan Setup.
2. Enter the Carrier/Plan you want to activate.
3. Click Search.
4. Locate the plan you want to activate and select the Active check box.
5. If you want to include PQRS codes on claims for this plan, select the PQRS check box.
6. Click Save.