<< Click to Display Table of Contents >> Navigation:  Event Screen > Pre-Certification

Pre-certification information may be entered for a patient's visit if table setup has been completed. Each task will need to define which financial classes will need to capture pre-certification information in the Tasks/Procedures table. When a patient is scheduled for the task, the patient must have a financial class that matches one for the task being scheduled. For more information on how to define financial classes for a task, please see the Precert section.

 

To begin entering pre-certification information when scheduling a patient, complete the necessary information on the Event screen and then select Update.

 

NOTE: the Pre-Certification option on the action bar of the Event screen will not be enabled until the Event screen has been exited and then reaccessed.

 

The Pre-Certification screen will display information for the primary, secondary and tertiary insurances. The Contract Number and Social Security Number will auto-populate from the Insurance Policy Information screen. The remaining fields will need to be manually entered with any necessary information for the pre-certification. Once all information is entered, select Save on the action bar. Then, select the back arrow to exit the screen.

 

 

Select Web Client > Scheduling > Select Date and Time > Select Patient > Select Task > Update > Pre-Certification

 

Pre-Certification Screen

 

 

When populating a pre-certification number for an appointment, this will update the Insurance System - Policy Information screen of the patient account to which the appointment is linked. For more information on how to link a visit to an appointment, please see the How to Link a Registered Account to the Schedule section.