Page Description

Use the Insurance Types page to add or edit the insurance types available to categorize insurance companies. For each insurance type, including the default types of Unknown, Private, Medicare, and Medicaid, you may choose to set the Medicare flag and define default and/or practice-specific insurance routing.

Copia applies insurance type-based routing rules to determine the testing lab for an order choice when appropriate according to the routing rule hierarchy. See the Order Patient Samples topic.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Insurance Type List
• Adding or Editing Insurance Type Information and Routing Details

Accessing this Page

• Click the Administration menu button, click the Patient Setup button, and then click the Insurance Types submenu link. You must have the necessary security permissions to access the Administration menu button and the Insurance Types administration page.

When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Patient Setup menu. To return to the main menu for Copia, click the Lab Tasks menu button.

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1. The Insurance Types page contains a list of up to ten insurance types. If the list is longer than one page, use the Page links, located below the list of insurance types, to navigate through the list.
2. To view active insurance types only, select the Show active only checkbox at the top of the Insurance Types page. You set the inactive/active status in the Insurance Type Information section of the Insurance Types details page. See "Adding or Editing Insurance Type Information and Routing Details" below.
3. If you cannot find the desired insurance type, click the Add button to add an insurance type. See "Adding or Editing Insurance Type Information and Routing Details" below.
4. Click the insurance type on the Insurance Types list page to view or edit insurance type information on the Insurance Types details page. See "Adding or Editing Insurance Type Information and Routing Details" below.

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Adding or Editing Insurance Type Information and Routing Details

1. Use the Insurance Type Information and Insurance Type Routing sections of the Insurance Types details page to add or edit an insurance type.
2. Enter the name of the insurance type in the Name field. This field is required.
3. Select the Active checkbox to enable users to select the insurance type when defining insurance companies. Clear this checkbox to restrict users from selecting the insurance type.
4. Select the Medicare checkbox if the insurance type is associated with Medicare. Copia selects this option by default for the system-created Medicare insurance type.
5. Click the ABN English Format or the ABN Spanish Format drop-down list to select a language format to view ABNs on the Insurance page.
6. Select the default routing for the insurance type from the Default Routing drop-down list. Copia only displays the routing rules available for the practice associated with your signed in location. Note that if there is a default insurance routing setting on the System Defaults administration page, then Copia selects that routing rule by default.
7. To assign routing information for a specific practice, click the Add button for practices to search for and select a practice associated with the insurance type in the Practice Search page. See the Admin: Practice Search topic. Repeat this step for each practice that should have specific routing information.
8. To assign routing information for a specific location, click the Add button for locations to search for and select a location associated with the insurance type in the Location Search page. See the Admin: Location Search topic. Repeat this step for each location that should have specific routing information.
9. Select a routing rule for each practice and location from the Routing drop-down list. Note that if there is a default insurance routing setting in the Practices administration page for the selected practice, then Copia selects that routing rule by default. Also note that location-specific routing takes precedence over practice-specific routing configurations.
10. To delete assigned routing rules, select the blank option from the Routing or Default Routing drop-down lists, and click Save. Copia removes the company's default routing or the practice or location name and assigned routing when the page refreshes.
11. When your modifications are complete, click Save to record all changes.
12. Copia applies insurance type-based routing rules to determine the testing lab for an order choice when appropriate according to the routing rule hierarchy. See the Order Patient Samples topic.
13. Click < Back to List to return to the Insurance Types list page without saving any changes.
14. Click Save to record changes and return to the Insurance Types list page.

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