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Set Up Insurance Company Records

Use the Insurance Company table to maintain a list of the insurance companies with whom your billing parties have coverage. In addition to other information, the Insurance Company table includes a notepad where you can record free-form text and a correspondence history that tracks documents you have generated specifically for this insurance company.

How to Get Here

ViewPoint main menu > System Tables > Family/Insurance > Insurance Company.
You can also open your Insurance table from the Insurance tab of the patient folder. See "Patient Insurance Details" for details.

Choose Your Settings

Select a record to work with - Use the Previous and Next buttons to find the record to work with. Or, click [V] and select your record from the dropdown list.

Display Active / Inactive Records - You can choose whether to include inactive records in your list. Enable either the Show All or Show Active Only option to include/exclude the inactive records.

Create new record- Click New. Then complete the details, described below.

If you do not have the Insurance Company table open, you could instead click New on the ViewPoint toolbar and select the Insurance Company option. (Or, press Ctrl+N on your keyboard.)
Insurance company details - Select a record to work with. If you just created a new record, it is selected automatically.
- Name - You can change the company name if needed.
- Payer ID # - (Electronic insurance submission only.) Enter the appropriate payer identification code for this Insurance Company record in this field. You can obtain a list of insurance company payer id numbers from your electronic insurance form clearinghouse.
- Contact name, address & email - Enter the name of your contact, and the insurance company address and email information. Note that for electronic insurance form submission, the state must be in 2-letter postal abbreviation format.
- Billing / Treating Provider ID links - Use these fields to select the type of provider identification that is required for claims submitted to this company. When the forms are generated, the identification data is pulled from the corresponding field in your Orthodontist table. Note that only ADA 2012 and newer forms support both links.
- Claim type - Select the insurance claim form type required by this company.
- Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients. You can, however, change them back to Active if needed.
- User-defined fields - Use the User Defined Fields table to set up the captions, or names, of unique fields available in several types of records, including fields in your Patient and Responsible Party records, your Employer, Assistant, and Insurance tables, your Office Contacts list, and your patient identification fields. See "Set Up User Defined Fields" for details.

Notepad - Use the notepad to type free-form notes. You can categorize your notes on several tabs to view only the categories of notes you need to see. See "Use Notepads" for details.
Correspondence history - Click Correspondence History to review the email messages, mail merge documents, forms, and other correspondence you have captured and scanned for this party. See "Correspondence History" for details.
View patient list - Click View Patient List to see the patients whose Insurance detail tab lists this company as the provider. The number of linked patients appears at the bottom of the list.
Print label - Click QL beside the insurance company name field to print a Quick Label for this company. See "Print Mailing Labels & Quick Labels" for details.
Print - Click Print to send the list to your printer.You may also want to print the list as a report. See "Insurance Company Address & Phone List" for details.
Save your changes - Click Exit to save the changes you have made.