Carrier Reminders
Insurance
- Carrier: Insurance Company Name
- Policy #: Enter what is on the card
- If policy number is not available, input “Still Need” in policy number field
- Group #: Enter what is on the card
- If group number is not available, leave this field blank
Self-Pay
- Carrier: Search and Select “Self-Pay”
- Policy #: Enter patients date of birth in the following format; 2-digit month, 2-digit day, 4-digit year
- For example, if patients DOB is 09/06/1965, it should be entered in the policy field as 09061965
- Note: We should not offer providing prices unless asked
- Group #: Leave blank
Special Payers/Charities
- NOTE: The following locations will not accept referrals from charity or non-profit organizations effective 04/01/2024
- Chevy Chase
- Bethesda
- Park Potomac
- Arlington
- Germantown
- Carrier: Search and Select Charity Name
- Policy #: Enter “Charity”
- Group #: Leave blank
Unknown Insurance Plan
- Patient has insurance but caller does not know the plan information
- Carrier: Search and Select “Unknown Payer”
- Policy #: Enter “Still Need”
- Group #: Leave blank
Insurance Plan not found in Merge (Freeform)
- Be sure to reference the OON List BEFORE adding a "freeform" insurance
- ADD NOTE TO INCLUDE:
- Insurance Name
- Insurance Policy Number (Member ID)
- Provider/Precertification Phone Number
- Claims billing address from card
- Do not use for major payors, such as Aetna, UHC, Cigna or BlueCross BlueShield, etc.
REMINDER:
Verify or Enter Information for Carrier, Policy # and Group #
UPDATED: 10/11/2024