For Patient Access, Front Desk and Scheduling Staff
To ensure the correct insurance plan is attached after a Real Time Eligibility (RTE) check is completed, Epicwill automatically attach the correct insurance plan to the patient encounter.
Note: This automatic process will only occur if the insurance payer returns the insurance plan information.
For steps to add a coverage, review the Automatic Insurance Plan Selection tip sheet. A training video for adding coverage in ambulatory facilities is also available.