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PAYCODE 3,5,6 (Insurance) DATABASE FILES
Menu Path: FILES/Paycode XWhen a paycode 3 (auto insurance), 5 (primary insurance), or 6 (secondary insurance) is entered as one of the paycodes in the invoice data entry screen, a corresponding record is automatically added to the appropriate paycode file. Additionally, these paycode records can be edited either via the same invoice data entry screen, or from the main menu as shown below, although editing from the main menu is rarely if ever done--these files are transparent to the billing person, and contain data required to file claims. Refer to the following for paycode-specific information:
Screen Data Field Descriptions
Paycode 3 -- Auto insurance
Paycode 5 -- Primary insurance
Paycode 6 -- Secondary Insurance
Screen 1 Main Menu-FILES
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Screen 2 - Main Paycode 3 Screen (Paycodes 5 and 6 are identical)
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Screen 3 -- Detail Paycode 3 (Auto Insurance) ScreenThis information initiated in the invoice data entry screen, with reference to an insurance company in the insurance database file. You can either edit the data here, or go back to the the insurance/invoice screens and make changes. Refer below to the explanation of fields in screen 3.
Screen 4 - Detail Paycode 5 (Primary
Insurance) Screen (Paycodes 6 Secondary Ins. is identical)
The detail paycode 5 and 6 screen is shown in screen 4 above--the main paycodes 5-6 screen is the same as for auto insurance (screen 2). Paycode 5 and 6 record data entry is initiated in the invoice data entry screen, with additional reference to an insurance company in the insurance database file. You can either edit the data here, or go back to the the insurance/invoice screens and make changes. Refer below to the explanation of fields in screen 4.
SCREEN DATA FIELD DESCRIPTIONS
Paycodes | Field | Description |
3-5-6 | Patient Code | From invoice record |
3-5-6 | Invoice | From invoice record |
3-5-6 | Status | From invoice record |
3-5-6 | Date | Date of Service |
3-5-6 | Relative | Relation to the insured person |
3 | Auto owners name | Not always the patient |
3-5-6 | Insurance Company Code | if auto, auto owners insurance, else the insureds ins. co. |
3-5-6 | Name | Ins Co name extracted from Insurance file using Ins Code |
3 | Agent | auto insurance (local) agent |
3-5-6 | Policy number | of the insured-if policy number is not known, use Social Security No. |
3 | Claim number | auto claim (if known-otherwise leave blank) |
5-6 | Insured's Name | Not necessarily the patient-parents name if patient is a child |
5-6 | Insured's Date of Birth | Usually not known if insured is not the patient-leave blank |
5-6 | Group Name | Enter if known, else leave blank |
5-6 | Group Number | Enter if known, else leave blank |
5-6 | Prior Authorization | Usually left blank-may need for scheduled non-emergency transports |