Add Workers’ Compensation Health Insurance #

If the patient has paid against a DOS and the practice needs to issue a refund while billing to the insurance, it must  add Workers’ Compensation Health insurance (WCH insurance) against the date of service for the corresponding progress note. This is necessary so that a bill can be submitted to the insurance.

• Go to Settings -> Insurance Carriers

• Click on the Add button

• Fill in the details to create an Insurance Carrier
• Click on the Update button

• Now click on the Payment icon

• Select the checkbox of WCH
• Click on the Update button

• Now go to Patient -> Insurance
• Select the DOS of the Progress Note against which a refund is required
• Click on the Add Ins button

• Select the WCH radio button
• Fill in the details
• Click on the Save button

• The Insurance is added

• Now go to the Billing -> Patient -> Billing History
• Click on the Pro Code of the DOS

• Now there is a Bill To Insurance button appearing
• Click on the Bill To Insurance button

• Now the Bill is for Insurance
• Now the charges paid by the Patient are shown as Adv Pay (Advance Payment)
• The patient Refund button also appears to refund the charges to the Patient
• For a refund, click on the Patient Refund button