Insurance Company Editor
Use the Insurance Company editor to maintain a list of the insurance companies with whom your billing parties have coverage. In addition to other information, the Insurance Company editor includes a notepad where you can type your own notes, and a correspondence history of documents you have captured, and scanned for this insurance company.
Open Insurance Company Editor - You can open this feature in multiple ways: Use the method that's most convenient for you.
Home Ribbon Bar - Tools section > Editors > Insurance > Insurance Companies. (You can also use the Search field to look for the editor you want to work with.)
Patient Folder - Insurance Detail page > Insurance Company link.See "Patient Insurance Details" for details.
Responsible Party Page - You can also open the Insurance Company editor from the Insurance section of a responsible party page by clicking the Edit link, or double-clicking an associated insurance company name.
File Ribbon Bar - Open > Open Insurance. (You might also be able to open this feature from the Quick Access toolbar at the top of your Edge Cloud window.)
Create or Edit an Insurance Company Record - Create a new Edge Cloud insurance company record, or choose to work with an existing record. Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.
Create a New Record - Type a description in the Create New portion of the window. Then click Add. You can then edit your record to complete the details.
Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details at the right.
You can use the Inactive option in the record details to toggle the active / inactive status of an record. If not all your records appear in the list, use the 
Show / Hide Inactive icon at the top of the window to include both active and inactive records.
(You can also use the Search field to find the record you want to work with.)
General Information - Enter general claim submission details and preferences for this insurance company.
Name - You can change the company name if needed.
Payer ID # - (Electronic insurance submission only.) Enter the appropriate payer identification code for this Insurance Company record in this field. You can
obtain a list of insurance company payer id numbers from your electronic
insurance form clearinghouse.
Default Template (Optional.) - Select the default contract template to use when creating a financial contract for this insurance company. See "Set Up Contract Templates" for details.
Billing / Treatment Provider ID Links - Use the Provider ID Link field to select the type of orthodontist identification that is required for claims submitted to this company. When the forms are generated, the identification data is pulled from the corresponding field in your Orthodontist editor.
Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.
Benefits Paid to Insured - Enable this option if the insurance benefits should be sent directly to the responsible party, and not to your office. This setting overrides the Assignment of Benefits default in your Insurance Setup editor.
Address and Contact Information - Enter the name of your contact, as well as the insurance company address, phone number and email address. The state must be in 2-letter postal abbreviation format.
Insurance Plans - Insurance plan details are linked in your Employer editor, Insurance Company editor, and the Responsible Party page of your patient folders. When you make a change in one place, the change affects the others automatically. However, Insurance Detail records in your patient folders are not linked: Changes to information on the patient's insurance page do not affect the other records.
Add an Insurance Plan - Click Add and enter the name, group number and policy number. If you add a plan from the Insurance Company editor, you also specify the employer; if you add a plan from the Employer editor, you specify the insurance company. If you add a plan from the Responsible Party page of the patient folder, the employer is left blank.
Edit Plan Details - Select the plan you want to work, then use the fields at the right to add and edit the, including the group number and name, policy number, maximum benefits, renewal date and deductibles. Note that the Fee Schedule field is used only for Edge Specialist Pedo specialty insurance plans.
Custom Data - If you need to add more information about this insurance plan, such as the type of form required, or specific benefit circumstances, click Custom Data to create your own text field. Type a title for your data and click Ok. You can now use your new text field to enter unique information for this plan. If a custom field is blank, you can click 
beside the field name to remove it.
Delete a plan - Select the plan to remove, then click . You cannot remove a plan that is associated with an active financial contract.
When you select an employer for a responsible party, you will have the opportunity to add any associated insurance plans to the responsible party record as well.
Additional Information - Use these fields to track any further data you need for working with insurance companies. In addition to providing you with the information you need to see, the fields can be included in sugrouping, and added to merge documents. You use the User Defined Fields editor to set up the captions, or names, of the fields so you know what type of information to enter into each field.See "Set Up User Defined Field Captions" for details.
Notepad - Use the notepad to type free-form notes. You can categorize your notes, then use the filter to view only the categories of notes you need to see. In addition, you can use entries from the internal Edge Cloud dictionary, as well as your personal and shared dictionaries, to auto-complete your text.
View Notes - All notepad entries are date stamped automatically, and listed by date, user, and category. Newer entries appear at the top of the notepad. Use the 
filter icon to view only certain types of notes.
Filter Notes to Display - Click the Filter icon at the left of the frame to select the categories of items to display. When you are finished, move your cursor off the filter selection box to close it. Edge Cloud remembers filter settings by user and page: So, no matter what workstation you use, or which patient you are working with, your favorite filters go along with you. See "Set Up History Categories" for details about setting up your categories.
Add a Note - Type your note in the text field at the top of the notepad window, and select a category from the drop down list. You can use the Notepad Font section of the ribbon bar, as well as standard word processing keyboard shortcuts (i.e. cut, copy, paste, bold, underline, italics) to enhance the text. As you type, your Edge Cloud dictionaries provide suggestions to auto-complete the text. If your text is not recognized, you may right-click for spelling suggestions, or to add the text to a dictionary for later use. When you are finished, click Add. The date, your Edge Cloud user name, and the assigned category are inserted automatically, and the new note is added to the beginning of the notepad. (See "Set Up History Categories" for details about creating your notepad category list.)
Edit a Note - Right-click a note and choose Edit, then make your changes to the text. As you type, your Edge Cloud dictionaries provide suggestions to auto-complete the text. If your text is not recognized, you may right-click for spelling suggestions, or to add the text to a dictionary for later use.You can also right-click to access a basic text editing menu, or use standard keyboard shortcuts. You cannot change the category assigned to the note.
Delete a Note - Right click a note, and choose Delete to remove it from your Edge Cloud system.
View Correspondence History - View the Correspondence History section of the window to review the documents you have saved for this party.
Use Correspondence History - You can filter the correspondence history items you wish to see, open and view items, and scan and drag new items into the history.
Filter Items to Display - Click the Filter icon at the left of the frame to select the categories of items to display. When you are finished, move your cursor off the filter selection box to close it. Edge Cloud remembers filter settings by user and page: So, no matter what workstation you use, or which patient you are working with, your favorite filters go along with you. See "Set Up History Categories" for details about setting up your categories.
Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.
View a Document / Video - Click the file name to open a document or run a video. You must have an appropriate viewing / editing tool, such as Adobe Acrobat, installed to be able to open files.
Drag Document / Image / Video - You can drag and drop almost any type of digital file into a correspondence history for archive and reference purposes. Files you may want to drag and drop include .PNG graphic files, .PDF document files, .MP3 sound files, and .MP4 video files. See "Drag & Drop Documents into Correspondence History" for details.
Scan Document - Use the Scan tool to send a digital copy of any document from your scanning device to a correspondence history.See "Scan Documents" for details.
Save Changes - Click 
Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.
Print - You may want to print this list as a report for reference. See "Insurance Company Address & Phone List" for details.
Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.
