Check the Remaining Benefits of a Patient
The patient card makes it easy to manage a patient’s details all in one place.
Here is how to see the remaining benefits of your patient:
To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any page within the Adit platform.
Select the patient from the list of suggested matches, and their Patient Card will open on the right-hand side of your screen
In the activities tab, you can see the summary of the Remaining Benefits from the Patient’s account in the EHR.
Click on Remaining Benefits, and a page will open showing additional details
In the first section of the card, you can see the following insurance details:
Primary vs Secondary Tabs: switching between these tabs will show the primary and secondary insurance details
Identifier: this is the code used to identify the insurance company
Phone: the insurance company’s contact info
Member ID: the patient’s identification number
Group: the name of the insurance group the patient is a part of
Group #: the number assigned to the group
In the next section you can see all of the Pending Claims that are still open. These claims will display the following columns:
Submitted Date: date the claim was submitted
Patient: the patient name
Code: the treatment associated with the claim
Amount: the total amount of the claim
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