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by Brendon Welch

Adding Geisinger Health Insurance (RTE)

Written By: Brendon Welch
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Difficulty

Moderate

Steps

16

Time Required

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Sections

1

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Introduction

This guide will outline how to add Geisinger Heath Insurance to a patient chart and verify using RTE (Real-Time E-Verification).

  1. While viewing a patient's chart:

    • While viewing a patient's chart:

    • Click Patient Options

    • Click Registration

  2. You may need to scroll down.

    • You may need to scroll down.

    • Go to Guarantors & Coverage

    • Click the Chevron to expand the field

  3. Click Add Coverage

    • Click Add Coverage

  4. 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. 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.

    • 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.

    • 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.

  5. To locate the patient's Insurance Code for Epic, you will use the Insurance Manual.

    • To locate the patient's Insurance Code for Epic, you will use the Insurance Manual.

    • Open Edge Browser in your VMWare Horizon Client.

    • Click on the Links Shortcut

    • 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.

  6. Click Insurance Manual

    • Click Insurance Manual

  7. Scroll Down the page Click on Geisinger Health Plan

    • Scroll Down the page

    • Click on Geisinger Health Plan

  8. Ask the patient for the 4-Digit Plan Code located on their insurance card

    • Ask the patient for the 4-Digit Plan Code located on their insurance card

    • The plan code will typically be found near the a date.

    • Many Geisinger Insurance cards have the plan code located on the back of the card.

    • Example: TG-48

  9. While on the Geisinger Health Care page in the Insurance Manual:

    • While on the Geisinger Health Care page in the Insurance Manual:

    • Press Ctrl + F (on your keyboard) to launch the finder

    • Enter the 4-Digit Plan Code in the finder

    • Locate and make a note of the Insurance Code

  10. Go back to Epic.

    • Go back to Epic.

    • Enter the Insurance Code and Search

  11. Using the specific Insurance Code will yield a single result.

    • Using the specific Insurance Code will yield a single result.

    • Click Accept

  12. Verify that the coverage is for the patient.

    • Verify that the coverage is for the patient.

    • Double-click the Subscriber

  13. If the patient is unsure of the information, ask them to provide all of the codes or numbers and the descriptions to help you. Ask for their Subscriber ID

    • If the patient is unsure of the information, ask them to provide all of the codes or numbers and the descriptions to help you.

    • Ask for their Subscriber ID

    • Click Send

    • Send will only appear if RTE is available.

  14. While waiting for the RTE response, the patient registration screen will return. Once the Eligibility Alert appears:

    • While waiting for the RTE response, the patient registration screen will return.

    • Once the Eligibility Alert appears:

    • Click OK

  15. Click Response Received

    • Click Response Received

    • You can review the details of their coverage if necessary, or if the patient has questions.

    • Click OK

  16. The new insurance will appear under Guarantors and Coverages. The Lightning icon means the insurance is verified using RTE

    • The new insurance will appear under Guarantors and Coverages.

    • The Lightning icon means the insurance is verified using RTE

    • Click Finish to return to the patient chart

Finish Line

Author

Brendon Welch

Member since: 03/04/2021

21,191 Reputation

276 Guides authored

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