Introduction
This guide will outline how to add Geisinger Heath Insurance to a patient chart when RTE is not available.
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While viewing a patient's chart:
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Click Patient Options
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Click Registration
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You may need to scroll down.
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Go to Guarantors & Coverage
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Click the Chevron to expand the field
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Click Add Coverage
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The patient told you that they have Geisinger Healthcare, but searching for coverage just based on Geisinger will not yield the specific Insurance Code needed by Epic.
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You are required to obtain the patient's specific Plan Code. The Plan Code can be used to search the Insurance Manual for the correct Insurance Code to use in Epic.
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To locate the patient's Insurance Code for Epic, you will use the Insurance Manual.
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Open Edge Browser in your VMWare Horizon Client.
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Click on the Links Shortcut
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If you do not have the shortcut: CLICK HERE to go to the Geisinger Links Page The link only works when connected to the Geisinger VPN.
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Click Insurance Manual
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Scroll Down the page
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Click on Geisinger Health Plan
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Ask the patient for the 4-Digit Plan Code located on their insurance card
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The plan code will typically be found near the a date.
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Many Geisinger Insurance cards have the plan code located on the back of the card.
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Example: TG-48
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While on the Geisinger Health Care page in the Insurance Manual:
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Press Ctrl + F (on your keyboard) to launch the finder
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Enter the 4-Digit Plan Code in the finder
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Locate and make a note of the Insurance Code
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Go back to Epic.
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Enter the Insurance Code and Search
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Using the specific Insurance Code will yield a single result.
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Click Accept
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Verify that the coverage is for the patient.
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Double-click the Subscriber
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When RTE IS NOT available you must enter the insurance details manually.
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Click Override Query
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When RTE is down, you will receive an e-mail in your Geisinger account, letting you know RTE is slow or down.
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Ask for the patient's Subscriber ID
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Subscriber ID is the same as the Insurance ID for Geisinger.
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Enter the Insurance ID, and the Subscriber ID will auto populate.
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Enter the Effective dates if the patient's insurance card contains them
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Click Next
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If the patient is unsure of the information, ask them to provide all of the codes or numbers and the descriptions to help you.
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Confirm the Subscriber Information
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If the patient is part of a spouses plan, or similar, modify those details on this screen.
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Click Next
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Verify the Coverage Information matches the Claim Information
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Click Next
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Ask the patient if they have any copays listed on their card.
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If the patient has copays:
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Add the Copays
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Click Finish
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The new insurance will appear under Guarantors and Coverages.
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The Lightning icon means the insurance can be verified using RTE
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Status will show NEW since it cannot be verified using RTE.
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Click Finish to return to the patient chart
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