In order to add insurance in the middle of a patient's treatment, you must first add the insurance to the patient's chart, then subsequently update the patient's insurance on the case and sync those changes to applicable notes.
Add Insurance to Chart
- Navigate to the patient's chart
To the right of Insurance Coverages, select 'Add another insurance
Select a payer from the Payer drop down menu and enter Member ID and Group ID
- Save Changes
Please ensure after saving changes, that pVerify is run or benefits information is input. In order for the claim to go out, you will want to be sure that the Policy Holder information has been entered.
Add Insurance to Case
- Navigate to the patient's case
Select Edit Case
- Under Insurance Coverages, remove the primary and/or secondary insurance
Select the new insurance from the drop down menu
- Save changes
Sync Insurance
Stride will not retroactively apply any insurance coverages automatically, we will only add this new insurance for new notes opened moving forward. If the insurance should be added to old claims/notes, you will need to sync the insurance.
By Insurance Coverages, select the 'sync' icon
- Select the visits that the insurance should be attached to
Select Sync