How to set up a Plan Billing Template (for commercial insurance)

1. Open the Plans (Administration). 2. Open the ZZ-Commerical Plan Template. 3. Open the Billing Codes section and select Use Standard Billing Codes. Confirm OK. 4.Answer Yes. Then Save. 5. […]
How to Add a Client’s Coverage Plan

Step by step video guide here: https://vimeo.com/835558332/16a752e94c?share=copy Click the Person Search icon. Type Last Name, First Name into the search bar (or enter client ID number) Hover over the correct […]
How to Run Real Time Eligibility (270/271) Screen

Step by step video guide here: https://vimeo.com/835558686/aeb20407bf?share=copy SmartCare has the capability to submit and receive 270/271 real-time eligibility transactions for Medi-Cal from the Coverage screen. In addition, with the click […]