The Insurance section is where you enter the patient's insurance information.

How to add insurance

  1. Click Add Insurance.
  2. Type the first few letters of the insurance company name. CloudPCR searches a national list of payers and shows matches.
  3. Pick the right one.
  4. Enter the policy number and group number.
  5. Enter the cardholder's name and date of birth (if different from the patient).

Why the searchable list matters

Picking the insurance from the searchable list — instead of typing it free-form — means your billing team gets a clean payer record with the right address and claim number. Free-text "Blue Cross" can mean any of 50 different Blue Cross plans, each with a different claim address. Picking from the list eliminates the guesswork.

Multiple insurances

If the patient has primary and secondary insurance, add both. Mark which is primary.

An example

You transport a Medicare patient who also has a supplemental Aetna policy. In the Insurance section you click Add Insurance, type "Medi", and pick "Medicare" from the list. You enter the Medicare ID and mark it as primary. Then you click Add Insurance again, type "Aet", pick "Aetna Medicare Supplement," enter the policy number, and mark it as secondary. Your billing team can now file both claims without calling you for clarification.