Viewing Patient Insurance Information

What do you want to do?

  1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
  2. Enter the patient's information and click Search.
  3. Select the patient from the search results list or click + Patient to add a new patient.

    The Demographics screen opens. If the Overview screen opens instead, click Demographics on the left-side menu.

  4. On the left side of the Demographics screen, click Insurance.

    The Insurance screen displays a list of the patient's insurance plans.

  5. If you want to display only active insurance plans, select Active Only at the top-left of the screen.
  6. If a plan has Insurance Notes, the Notes icon displays next to the Delete icon. Hover your mouse over the icon to read the notes. To edit the notes, click the icon to open the Edit Insurance window.
  7. Click a Carrier/Plan name to view or edit the plan information.

    For information on editing plan information, go to Adding Non-VSP Insurance Information.

    • If your office recently moved to Encompass from another system, you may have some patients with incomplete insurance information due to differences between systems. These incomplete insurances cannot be used on orders or in the Appointment Calendar.
    • A red icon appears in the insurance list to indicate plans that are missing information. Click plans to see what information is missing and make corrections.
  1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
  2. Enter the patient's information and click Search.
  3. Select the patient from the search results list or click + Patient to add a new patient.

    The Demographics screen opens. If the Overview screen opens instead, click Demographics on the left-side menu.

  4. On the left side of the screen, under Insurance, click Eligibility/Authorization.

    Icons indicate the patient’s authorization status. See the box in the upper-right corner of the screen for an explanation of the icons.

  5. To view or edit details for an existing eligibility, click the link in the Auth # column.
    For VSP Plans, you can edit the eligibility notes only.
  6. To view the VSP Patient Record Report for a VSP authorization, click the icon in the Report column.
  7. To view the patient’s used or expired authorizations, click the History link.

    Click the History link again to hide the authorization history.

    Backdated authorizations are not moved to History when expired. (Backdated authorizations are only allowed if enabled by your administrator.)

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