Accessing the Policy Info Tab

The Edit Patient Insurance: Policy Info tab page appears when you click the New Plan or the Edit buttons to add or edit insurance information for the patient from the Edit Patient Insurance page.

Note that Harvest Webstation displays the Policy Info tab by default when you access the page.

Use the Policy Info tab to create or edit insurance policy information or to access the Insured Info tab. If you make changes to the information on either of these tabs and then click on the other tab, the changes will automatically be saved.

You will receive an alert and not be able to add or edit insurance information if another user is currently modifying the patient's record.

Using the Policy Info Tab

This information contains the details of the patient’s insurance carriers. For the insurance screening features to function, the only information that is needed is the selection of the insurance company.

1. Complete the information in the fields described below to create or modify the patient's insurance record.
• Insurance Company Select the appropriate insurance company from the drop-down list, which is sorted by name and address, with the address, city, and state (if any) shown in parentheses following the name. This list is established in Harvest. See the Harvest online help for more information.
• Policy Number Enter the insurance policy number.
• Policy Deductible Enter the amount of deductible for the policy. This is the amount of money the patient must pay before the insurance company will begin covering the patient's expenses.
• Policy Limit Amount Enter the maximum amount that the insurance company will cover.
• Policy Limit Days Enter the maximum number of days in a hospital that the insurance company will cover.
• Room Rate Allowance - Private Enter the amount that the insurance company will cover for a private hospital room.
• Room Rate Allowance - Semiprivate Enter the amount that the insurance company will cover for a semiprivate hospital room.
• Group Name* Enter the name for the reporting group to which the insurance company belongs.
• Group Number Enter the identification number for the reporting group to which the insurance company belongs.
• Employer ID Enter the patient's employer's identification number.
• Employer Name* Enter the name of the patient's employer.
• Plan Effective Date Enter the date from which the patient's insurance coverage begins.
• Plan Expiration Date Enter the date on which the patient's insurance coverage is no longer effective.

* If you have cleared the "Disable Automatic Capitalization" option on the Preferences window in Harvest, the fields marked with an asterisk will be automatically capitalized. See Configuring Harvest Webstation: Modifying Program Preferences.

2. Click the Cancel button at any time to return to the Edit Patient Insurance page without saving your changes.
3. Once you have completed the entry of insurance information for the patient, click the Insured Info tab to edit the information there, or click the Save button to record the information and return to the main Edit Patient Insurance page.