Assigning Insurance, Authorizations and Providers to Patient

In ATrack Management Portal

Assign Insurance to Patient 

1. Navigate to 'Patients'
2. Click on the Edit button for the desired patient (pencil icon).
3. Navigate to the Insurance & Authorizations section of the patient page.
4. Click on the Plus Icon to add a new row of insurance information.
5. Select the appropriate Insurance from the dropdown list.
6. Add Start and End Dates
7. Click Save in the row.
8. Save Patient at end of the page

Assign Authorization to Patient

1. Navigate to 'Patients'
2. Click on the Edit button for the desired patient (pencil icon).
3. Navigate to the Insurance & Authorizations section of the patient page.
4. In the authorization list, under the insurance list: Click on the Plus Icon
5. Enter information:
   1. CPT Code
   2. Service Type from dropdown
   3. Description
   4. Insurance from dropdown
   5. Hours Approved
   6. Start Date
   7. End Date
6. Click Save
7. Save Patient at end of the page

Assign Providers to Patient 

1. Navigate to 'Patients'
2. Click on the Edit button for the desired patient (pencil icon).
3. Navigate to the Case Providers section.
4. Click on the ‘Add New Provider’ button
5. Select the designated provider from the list.
6. Click Add Selected Provider button
7. On the Patient's Providers List, Click Edit next to the provider name
8. Add the effective dates and click the checkbox if they are the rendering provider.
9. Save Changes