0.03

by Brendon Welch

Adding Medicare Insurance (RTE)

Written By: Brendon Welch
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Difficulty

Moderate

Steps

15

Time Required

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Sections

1

Flags

0

Introduction

This guide will outline how to add Medicare 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. 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.

  5. Click Insurance Manual

    • Click Insurance Manual

  6. Scroll Down the page Click on Medicare

    • Scroll Down the page

    • Click on Medicare

  7. Ask the patient if their Medicare card says Part A, Part B, or Part A and Part B

    • Ask the patient if their Medicare card says Part A, Part B, or Part A and Part B

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

    • If you are unable to determine their Medicare plan, ask the patient to read everything they see on the front and back of their insurance card.

  8. While on the Medicare page in the Insurance Manual: Choose the Medicare Plan

    • While on the Medicare page in the Insurance Manual:

    • Choose the Medicare Plan

    • Make a note of the Epic Insurance Code

  9. Go back to Epic.

    • Go back to Epic.

    • Enter the Insurance Code and Search

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

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

    • Click Accept

  11. Verify that the coverage is for the patient.

    • Verify that the coverage is for the patient.

    • Double-click the Subscriber

  12. Ask the patient for their Medicare Number 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 the patient for their Medicare Number

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

    • Click Send

    • Send will only appear if RTE is available.

  13. 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

  14. Click Response Received

    • Click Response Received

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

    • Click OK

  15. 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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