We check insurance benefits electronically in OD through ClaimConnect.
OD has the option to make a "Request" and check the patient eligibility, but this has another advantage.
It has the HISTORY button next to it, that allows us to write our notes when we verify or check for eligibility., and that is saved chronologically nicely.
That HISTORY option allow us to check all the previous requests that were made ONLY electronicaly.
Now question : is it possible to have an option to add a manual request to that history, so we can write our notes whenever we CALL and check benefits?
Like this all HISTORY of manual calls and electronic requests to dental insurance can be saved and tracked in one place.
INSURANCE BENEFITS HISTORY
INSURANCE BENEFITS HISTORY
Last edited by rhaber123 on Thu Apr 05, 2018 9:56 am, edited 1 time in total.
Re: INSURANCE BENEFITS HISTORY
There is currently not a way to add a manual entry for a benefit check. You could add that as a feature request.
Re: INSURANCE BENEFITS HISTORY
OD already have a way to add a manual entry for a benefit check. We have been doing it for a while now. Below is an example.

In the Edit Insurance Plan, after we click on "REQUEST" , all the requests that were made to verify the insurance benefits electronically are saved in the Electronic Benefit History nicely under Normal 271 response

in the lower left area of the benefit screen below, we have the "NOTE" area where we can write our notes after we make an electronic request
and if we call the insurance company to verify the benefits, we can write the notes here.
This "NOTE" area is available ONLY when we make an electronic Verification REQUEST.
This "NOTE area is too small, enlarging its size will be helpful.
The feature request will be to add a button to allow to create that NOTE area without submitting for electronic verification

on 03/29/2018, these are the notes that were entered, and they show in the HISTORY

on 04/05/2018, these are the notes that were entered, and they show in the HISTORY

So the option to add notes is already available in The HISTORY section.
It will be helpful if we can enter a manual REQUEST, and that will create the NOTE section for us to write our notes in it, and all the notes will be saved in the HISTORY
I already submitted for a feature request to add that option
In the Edit Insurance Plan, after we click on "REQUEST" , all the requests that were made to verify the insurance benefits electronically are saved in the Electronic Benefit History nicely under Normal 271 response
in the lower left area of the benefit screen below, we have the "NOTE" area where we can write our notes after we make an electronic request
and if we call the insurance company to verify the benefits, we can write the notes here.
This "NOTE" area is available ONLY when we make an electronic Verification REQUEST.
This "NOTE area is too small, enlarging its size will be helpful.
The feature request will be to add a button to allow to create that NOTE area without submitting for electronic verification
on 03/29/2018, these are the notes that were entered, and they show in the HISTORY
on 04/05/2018, these are the notes that were entered, and they show in the HISTORY
So the option to add notes is already available in The HISTORY section.
It will be helpful if we can enter a manual REQUEST, and that will create the NOTE section for us to write our notes in it, and all the notes will be saved in the HISTORY
I already submitted for a feature request to add that option