1) Insurance Verification
Screen  |
When you get a new client,
you will enter their personal and insurance information on their Fiscal
Face Sheet. On that sheet, there is a box called "Verified."
This box is automatically checked when you first enter the client. That
checked box will cause that client to show up on this listing. When
you collect their insurance information, you will want to call their
insurance company to verify their coverage. If you do it right when
they give you their personal and insurance information, then you can
use their Fiscal Face Sheet. If, on the other hand, you tend to collect
a few clients before you call the insurance companies, then you can
use this form to call all of them at once. This form is sorted by insurance
company, so if you have more than one client with the same insurance
company, you can verify all of those clients with one phone call. If
you've ever called an insurance company, you know how valuable that
feature is. |
| 2)
Search Name |
Put in the first couple of letters
of a client's last name and jump to their row on this page. If you
only have one or two clients on this page, this is of little value.
But if you've collected several, then it gets more important because
the form is sorted by insurance company rather than client name.
|
| 3)
Refresh |
Once you verify a client's insurance,
you will check the "Verified" box, indicating that this client
no longer needs to be displayed on this form. By clicking the "refresh"
button after you have checked the "verified" box, they will
be removed from this listing, shortening the listing and making it easier
to use.
|
| 4)
Insurance Phone Number |
Gives you a full listing of all of the
insurance companies in your database and their phone number entries.
This will help you if the phone number listed here is incorrect and
you think there is another entry that uses the same phone number, of
if this insurance company's phone number needs to be corrected in the
system, then you can change it on this listing.
|
| 5) Info |
Click this button to go quickly to the
full Fiscal Face Sheet in case the insurance agent needs information
that is not listed on this screen.
|
| 6)
Verified |
This is the same "Verified"
box as is on the Fiscal Face Sheet. Once you have verified their insurance
coverage, uncheck this box and click the "Refresh" button
above and this client's information will be removed from this screen.
|
| 7)
Insurance Company Name |
The name of the insurance company the
client gave you, and you selected on the Fiscal Face Sheet. The form
is sorted by this name, so all of the clients who have this same insurance
company will be grouped together so you can ask about all of them with
a single phone call.
|
| 8)
Policy ID |
The insurance Policy ID for this
client. You originally entered this number on their Fiscal Face Sheet.
|
| 9)
Client Name |
The client's last name and then first
name, as the insurance company would have it. Depending on how you entered
it on their Fiscal Face Sheet, their "Display Name" may be
different.
|
| 10)
Insurance Phone Number |
The phone number you would call to verify
their insuruance (as opposed to checking on claim status).
|
| 11)
DOB Address Phone |
The date of birth, address,
and phone number of the client. Insurance companies will often ask for
this information to verify the client's identity. Having it on this
form makes it easy to answer their questions without having to flip
around to different forms to gather all of the information.
|
| 12)
Relationship to Policy Holder |
This will show you if the client is
the policy holder or not. If so, then everything you need will probably
be on this screen. If they are not, then you may have to go to their
Fiscal Face Sheet to get the policy holder information. You do that
by clicking the "Info" button all the way to the left.
|
| 13)
Tax ID |
These are the three numbers the insurance
company is likely to ask you for that will positively identify you to
them.
|
| 14)
Note |
Whatever notes you want to keep about
this phone call. This is the same as the "Note" field in the
insurance portion of the Fiscal Face Sheet. Whatever you enter here
will show up there. |
