Editing Task Add a Secondary Insurance

Global Elements

Name	Value
Task Name
Task Type
taskTitle	Add a Secondary Insurance
scenarioText	One of our consumers, Terri, has just informed you that she now has a secondary insurance that covers her primary insurance copays. To enter this information in PROscript, you’ll have to locate the secondary insurance, add it to her profile, and direct her primary insurance to forward her copays for payment.
whyImportant	Many consumers are low income and cannot afford their copays. Some of these consumers have a supplemental or secondary insurance to cover these expenses. If you were to enter this information incorrectly, it could prevent Terri from getting her medications on time.
conclusion	Great work! You have correctly entered Terri’s secondary insurance, so her copays will be billed to the right account. You may now exit this course.

Task Steps

Order	Step Text	Edit
↑ 1 ↓	You’ll have to call up Terri’s profile before you can update her insurance information. Open the Patient File Maintenance, tab to the name field and type in her last name. Press the Tab key to pull up the patient listing box and then select Terri by typing in the line number and pressing tab again.	Edit
↑ 2 ↓	Secondary insurance can be added through the Coverages screen. Locate and press the appropriate hot key to see Terri's current coverages.	Edit
↑ 3 ↓	Notice Terri’s primary insurance, DHF, is displayed on the Coverages screen. Clearing this screen, by pressing the Esc key, will automatically pull up a list of all available coverages so you can begin looking for the secondary insurance.	Edit
↑ 4 ↓	Terri gives you her Kentucky Medicaid card for her secondary insurance. Enter using the sample information below, tabbing through fields as necessary. Remember to save your work using the appropriate hot key. You’ll receive a warning box, but it’s nothing to worry about right now. Accept it and move on.	Edit
↑ 5 ↓	You’re almost done, but you still need to set up Terri’s primary insurance to send the copay to her secondary insurance. Notice her available insurances are listed across the top of the screen: DHF,KY,PR. Type in the 3rd party code for her primary insurance, shown in the information below. Then,click in the Copay Third Party field and type in the 3rd party code you just entered and press the Tab key.	Edit
↑ 6 ↓	PROscript allows you to specify which insurance will be billed first by indicating an answer on line 24. Use a "y" to indicate her primary should be billed first. Remember to save your work by pressing the appropriate hotkey.	Edit

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