Access & Navigation
Insurance Review
INS on Day Sheet
INS on Patient Records
INS in INS Log Book
100
How many ways can you access the Insurance Claims Page?

What is 2

100

True or False: All patients that come into your office will be using insurance. 

What is False. Not all patients will be using insurance. Those that do not use insurance we just charge $35.00.

100

What number step is logging insurance payments here? First, second, or third? 

What is first. 

100

What number step is this in logging insurance claims? First, second or third 

What is second. 

100

What number step is this in the process of logging insurance claims? First, second, or third?

What is third. 

200

What are the 2 ways that you can access the Insurance Claims Page?

What is: Through the top tab bar (Insurance Claims option) or the green title box on the Home Page (Insurance Claims option). 

200

What are the 2 insurance companies that you are in network with? 

What is Medicare and Horizon 

200

True or False: Insurance claims always come in on just one patient and only one patient name is logged per box on this form?

What is False:

Insurance claims often come in on more than just one patient and we log up to 6 in one box on this form.

200

What is the first thing you do when logging insurance on the patient's record?

What is highlight the box in which you will be logging the information. 

200

What do you have to do prior to logging a claim in this location?

What is: Separate the insurance claims so there is one per patient. 

300

How many functions are available on the Insurance Claims Page? 

What is 2

300

Please list the information you need to collect from a patient's insurance card.

What is:

1. Patient Name and D.O.B

2. Policy Holder Name and D.O.B.

3. Copayment & Deductible Amount 

4. ID and Group Number 

5. Billing Information 

300

What color do we log patient names in on the day sheet when logging an insurance payment? 

What is RED

300
When looking at a patient's card, how can you tell if it has been sent out to insurance? 

What is: There will be two red lines. 

300

True or False: Not all patients will have a secondary insurance? 

What is True. Some patients will just have a primary. 

400

What are the two functions available on the Insurance Claims Page? 

What is Access Insurance and Log Insurance 

400

What are the insurance companies that you are out of network with and DO NOT accept? 

What is: NJ Family Care and Medicaid 

400

Please describe how you log the patient's name and payment info on this sheet when it is from an insurance payment.

What is: You log their first initial and last name and place the amount that was paid on them in parenthesis next to their name. 

400

After logging insurance on their card, how can you tell if you can zero out their balance?

What is: if they paid the necessary amount. 

400

Where do you look on the patient file to find the date to look for in the Log Book?

What is: the little red date above the highlighted line on their patient file. 

500

Please give a brief description of what you would go under each function on the Insurance Claims Page for.

What is: 

Access Insurance to see electronic claims or review a claim that has already been logged. 

Log Insurance to log a paper claim into one of the 3 appropriate logging places. 

500

Please list the steps of collecting Insurance information from a patient. 

What is:

1. Ask if they have insurance

2. Identify what insurance they have 

3. Apply knowledge about whether it is in/out of network and will/won't cover 

4. Gather all necessary information from their card 

5. Use that information to charge appropriate copayment 

500

True or False: You fit as many names as you can in the name box on the day sheet when logging insurance claims. 

What is False: we try to limit it to 6 names per box.

500

What do the following abbreviations stand for:

1 ROA

DED

What is: Primary payment received on account and Deductible 

500

When do you log things in the explanation column?

When a patient's insurance does not pay.