How to Add Accident or Third Party Insurance to a Patient Profile

This article explains how to add accident-related or third-party insurance to a patient's profile in Juvonno. You will learn how to configure motor vehicle accident (MVA), workplace injury, and other third-party claims, including claim information, adjuster details, coverage settings, and billing order.

When to Use This

Use this article when:

• A patient is receiving treatment related to a motor vehicle accident
• A patient is receiving treatment related to a workplace injury
• A third-party organization is responsible for payment
• You need to add claim information or adjuster details to a patient's insurance profile

What You Need

Before you begin, ensure you have:

• The patient's claim information
• The claim number, if available
• The date of injury or accident 
• The adjuster's information, if applicable
• The employer's information for workplace injury claims 
• The relevant Third-Party Company profile already created in Juvonno

If the Third-Party Company has not been created, refer to How to Add a Third-Party Company 

Additionally, the Claim Information setting must be enabled. 

Some with access the your General System Settings can enable Claim Information: 

1. Go to Settings 
2. Under System & Company Settings, select General 
3. Click Patients 
4. Navigate to the Insurance section
5. Find Claim Information and set to Yes 
6. Click Save 

Permissions

• You must have access to the Insurance section in the Patient Profile 
  • If you do not have access, contact your clinic administrator 

Adding Accident or Third-Party Insurance

1. Open the patient's profile 
2. Select Insurance 
3. Click + New 

The Patients / Insurance window will open. 

4. Complete the Policy Details section: 

Payable To	Select who should receive payment For most clinics, this will be Provider Organization
Insurance Company	Select the appropriate Third-Party Company
Policy Holder	Enter the policy holder's name  For motor vehicle accident claims, enter the name exactly as it appears on the insurance documentation By default, the patient's name will auto-populate in this field
Relationship to Policy Holder	Select the appropriate relationship  For most workplace injury claims, select Self  If the relationship is anything other than Self, ensure the Policy Holder and Policy Holder DOB are entered correctly
Policy Holder DOB	Enter the Policy Holder's date of birth By default, the patient's date of birth will auto-populate in this field
Policy Information	Enter any available policy or claim information, including: Policy # Certificate # Claim #  Field names may vary depending on the organization
Custom Label	Optional:  Enter a custom label if you would like a different name displayed for this biller If left blank, the Third-Party Company name will be displayed

5. Complete the Claim Information section: 

Injury Date	Enter the date of the accident or incident
Incident Type	Select the type of incident  Motor Vehicle Accident  School Accident Sporting Accident  Workplace Accident Other
Injury Area	Complete for workplace injury claims: This information may be used to automatically populate supported workplace injury forms, such as WCB or WSIB documentation.
Injury Nature	Complete for workplace injury claims: This information may be used to automatically populate supported workplace injury forms, such as WCB or WSIB documentation.
Employer Name	Complete for workplace injury claims: This information may be used to automatically populate supported workplace injury forms, such as WCB or WSIB documentation.
Employer Address	Complete for workplace injury claims: This information may be used to automatically populate supported workplace injury forms, such as WCB or WSIB documentation.

5. Complete the Adjusters section: 

• Begin typing the adjuster's name
  • If the adjuster already exists, select their name from the list  

• If the adjuster does not exist: 
  • Click the dropdown arrow

• Select +Add 

• Enter the adjuster's details

• Click Save 

   

6. Complete the Policy Rules section:

    

For accident-related or third-party insurance (e.g., WCB, WSIB, MVAs)

Select the Coverage Type based on the approved claim coverage. Default Use when all covered services share the same coverage percentage Example: All services covered at 100%   Block Fee Use when a patient has been approved for a fixed dollar amount of coverage  Enter: Start Date End Date (if not available, select date 2 years in the future and update later)  Coverage Amount The remaining balance decreases as services are billed If an end date has not been provided, select a date in the future and update it once the information becomes available.

7. Complete the Other section: 

8. Click Save 

Result

The accident or third-party insurance profile is added to the patient's record and can be used when invoicing treatments related to the claim.

Avoid Common Issues

• Ensure the Third-Party Company has been created before attempting to add the insurance profile
• Verify the claim number is entered correctly
• Confirm the Claim Information setting is enabled if the Claim Information section does not appear
• Ensure workplace injury details are completed when required by your insurer or governing body
• Verify coverage limits and approved amounts before billing against a Block Fee policy

Troubleshooting

I do not see the Claim Information section

• Verify that the Claim Information setting is enabled in General System Settings.

I cannot find the adjuster

• Create the adjuster as a new contact or verify they exist under Settings > Companies & Contacts > Contacts

I cannot find the Third-Party Company

• Verify that the company has been created under Third-Party Companies before creating the insurance profile