Follow this guide to add all HCAI Insurance companies to your system and make them accessible to invoice and use with treatment plans.
Quick Links:
1) |
Import/Update Insurance List |
2) |
Create an Insurance Group |
3) |
Import/Update Injury Codes |
Import/Update Insurance List
NOTE:
Under the Accounting Tab, Health Claims for Auto Insurance section, Modules, you must have the Facility #, Username and Password, Confirmed Password entered and Saved first.
1) Navigate to 
Accounting.
Under the Health Claims for Auto Insurance heading, select Sync Insurer List.
2) If you have multiple clinic locations, choose any HCAI connected clinic from the drop-down list. Select Sync Insurers.
The results will display after a moment, confirming the import and the quantity added/updated.
Create an Insurance Group
1) Navigate to 
Settings.
Under the Companies and Contacts heading, select Third-Party Company Groups.
2) Select + New Group and enter the name MVA (or of your preference)
Make sure to check-on HCAI MVA Insurers. Select Save.
3) Select • Third-Party Companies from the top-right.
the companies to assign the MVA Group you have created. Select Save.
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Note: If you notice duplicate company names and are not sure which to assign to the group, be sure to only include those that have an 'HCAI Branch' and/or 'HCAI Insurer' number entered. |
Import/Update Injury Codes
1) Navigate to Settings.
Under the System Entities and Types, select ICD Codes.
2) Notice the available actions located at the top-right:
Click each link to update the corresponding lists.
Your Insurance Companies and Injury Codes are now updated.
Continue to HCAI : Treatment Plans for an overview on the creating and completing of treatment plans.
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