Page Description

The options available on this page depend on how you access it.

• If accessed from the Insurance page, then you may use this page to review or edit the insurance company information. See the Insurance topic.
• If accessed from the Insurance Company Search page, then you may use this page to create a new insurance company record. See the Insurance Search topic.
• If accessed during order entry and the insurance plan is not validated in the Insurance administration page, then you may use this page to verify/update insurance company and insurance plan information as needed.

For more help, click one of the following links:

• Accessing this Page
• Navigating this Page
• Creating or Editing Insurance Records

Accessing this Page

• Click the Details button in the Insurance page.
• Click the New Company and Plan button on the Insurance Company Search page.
• Click the New Plan for Selected Company button on the Insurance Company Search page.

Navigating this Page

1. As with any program or web page displayed in an Internet browser, you may always use your mouse to click buttons or to make fields active (ready to accept input).
2. You may also press the [Tab] key on your keyboard to move through the available elements (fields or buttons) and change which element is currently active. Some users find this method faster than using a mouse. Copia allows administrators to set the tabbing order for this page (based on location or system default settings), so that the fields become active in the order most useful to the facility. When setting the tabbing order, administrators may also set one or more elements of the page so that Copia skips them when determining what field or button receives the cursor focus. Upon entering the page, Copia places the cursor at the first element not set to skip or the first unpopulated element if all the preceding elements are populated. See the Admin: Tabbing Order topic.
3. Even if a tabbing order is set, you may still use your mouse to access the desired page elements, including those skipped in the tabbing order.

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Creating or Editing Insurance Records

Depending on the settings on the System Defaults, Locations, or Insurance administration pages, one or more of the insurance fields may be required. See the Admin: System Defaults, Admin: Locations, or Admin: Insurance topic.

1. Complete the Insurance Company Information fields listed below to create the insurance company.
• Company Name: Enter the name for the insurance company. This field is required.
• Company ID: Enter the company ID for the insurance company.
• Insurance Type: Select the type for this insurance company (Unknown, Medicare, Medicaid, or Private).
2. Complete the Insurance Plan Information fields listed below to create the insurance plan.
• Plan Name: Enter the insurance plan name. This field is required.
• Plan ID: Enter the insurance plan ID.
• Phone Number: Enter the primary phone number used to attain plan information.
• Contact Last Name: Enter the insurance plan contact person's last name.
• Contact First Name: Enter the insurance plan contact person's first name.
• Contact Middle Name: Enter the insurance plan contact person's middle name.
• Contact Phone Number: Enter the insurance plan contact person's phone number.
• Address 1/Address 2/Zip Code/City/State/Country: Enter the full address for the insurance plan, including any suite numbers. If zip code checking is enabled in the System Defaults administration page, then, when you enter a zip code that exists in the database, Copia automatically fills in the city and state associated with the zip code, and if the zip code update option is enabled, then Copia also updates the corresponding city and state data, if appropriate.
3. To edit insurance information, highlight or delete text already displayed in the fields, then modify as desired.
4. Click Cancel to return to the preceding page without saving your changes.
5. Click Update and Select to record the changes and return to the Insurance page with the new insurance company and plan selected for the patient.
6. You will then need to fill in the insured and employer information for the insurance plan. See the Insurance topic.

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