Adding Coverage for Automatic Insurance Plan Selection

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.


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