ChiroUp's Insurance Auto-Apply feature helps keep patient insurance up to date by automatically applying the appropriate policy to new purchases and refreshing benefit information at check-in. If a patient's insurance changes, you can also quickly update existing purchases with just a few clicks.
🌟 What does Auto-Apply do?
When Auto-Apply is enabled for an insurance policy, ChiroUp automatically applies that policy to new purchases when the patient checks in. It also keeps the purchase in sync with the patient's currently-entered insurance benefits, ensuring you're working with the most up-to-date coverage information.
Auto-Apply also simplifies updating existing purchases. If you change the insurance policy on a purchase, ChiroUp will prompt you to update the policy's Auto-Apply settings and apply the same insurance to other existing purchases for that patient, helping you keep records consistent with just a few clicks.
🌟 How is Auto-Apply enabled?
Each insurance policy has its own Auto-Apply setting.
When a patient completes an Insurance Survey or you manually add a new insurance policy to their record, Auto-Apply is enabled by default. You can review or change this setting at any time from the policy in the patient's Insurance tab.
🌟 What happens to my existing insurance policies? Do I need to update them?
For insurance policies created before the Auto-Apply feature was introduced, Auto-Apply will remain disabled by default. However, there is no need to update each policy individually. These policies will continue to work as they always have by carrying forward from the patient's most recent purchase, and ChiroUp will prompt you to enable Auto-Apply when it makes sense during your workflow.
When a patient checks in, ChiroUp determines which insurance policy to apply:
- If the patient has an Auto-Apply policy, ChiroUp applies that policy to the new purchase and updates the purchase with the current insurance benefits.
- If the patient does not have an Auto-Apply policy, ChiroUp carries forward the insurance policy from the patient's most recent purchase.
If you manually apply an insurance policy to a purchase and that policy does not already have Auto-Apply enabled, ChiroUp will prompt you to enable it for future visits.
This means you can start using Auto-Apply without needing to update all existing patient policies upfront. Your current insurance workflow will continue uninterrupted, while Auto-Apply will help reduce manual updates and keep insurance information consistent as you move forward.
🌟 How does Auto-Apply help me update insurance on existing purchases?
When you add an insurance policy to an existing purchase, ChiroUp makes it easy to update both your future Auto-Apply settings and other existing purchases.
You'll be prompted with two options:
- Update Auto-Apply settings for future purchases: If the policy does not already have Auto-Apply enabled, you can enable it directly from this prompt without needing to navigate back to the patient's insurance policy.
- Update the policy on existing purchases: Select additional purchases that should also be updated with the new insurance policy.
This allows you to quickly update insurance information where needed while keeping future visits aligned with the correct policy.
