Adding / Requesting Insurance to Referrals

Summary: This article will detail adding and requesting insurance information to referrals. You can add patient insurance information to referrals in two ways: add photos of the insurance card or type the patient’s info.

Add patient insurance to mobile app referrals: 

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• Tap “Insurance Info (Optional)” 
• You can manually enter the patient’s information by typing the insurance carrier and member ID. 
  • If the patient is uninsured, you can type “Self Pay” in the insurance carrier field.
• Alternatively, you can add insurance by taking a photo of the front and back of the insurance card
• Simply tap the camera icon to take or add photos
  • After taking a photo of the insurance card, you will be prompted to either select “Use” or “retake”; if the photo is satisfactory, tap “use” and you’ll be all set! 
  • Please note that you cannot add more than 2 photos of the insurance card
  • Photos that you take through the PicassoMD App are HIPAA compliant and will not be stored on your phone

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• If you want to remove one or both photos, click the red “x” on the top right corner
  • Tap the camera icon to retake the photo
• You cannot tap the “Save” button for patient insurance until it is manually typed or at least one photo is added
  • If you would like to skip or close the patient insurance section, click the ‘x’ in the top left-hand corner or swipe down the screen and you can continue with the referral workflow.
• Once you’ve saved the insurance, you’re all set to finish the referral

Note that adding insurance is optional and is not required to complete the referral workflow

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• If you used an insurance filter to select a provider in the previous referral workflow, the insurance carrier will be automatically listed. For the insurance information to be complete, you will need to add either type the patient's group ID or take a picture of the insurance card. 

Adding patient insurance to web referrals: 

• Similar to the mobile app, once you’ve selected a provider for a referral, you’ll be taken to the “Patient Info” screen
• Scroll down to the “Insurance Info” section

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• You can either type the patient’s insurance carrier and member ID OR upload pictures of the patient’s insurance card
  • You can add up to two photos of the patient’s insurance card
  • You will not be able to save the patient’s insurance info until at least one photo is uploaded OR the insurance information is manually typed
• When you’ve added insurance and the reason for referral, tap “Save and Review” 
• If, on the review page, you need to change any of the insurance information, simply tap “Edit” 
• Tapping “Edit” will take you back to the previous screen where you can retake photos, reupload, or retype insurance information
• Once you've clicked "Save and Review", click "Send" on the next page.

For a step-by-step tutorial on how to send a referral from the web, click here!

Adding insurance after a referral has been sent:

• If you sent a referral but did not add the patient's insurance information, you can add it any time after!
• Add insurance to a referral on the app:
  • Tap the "Referrals" tab
  • Select the referral of interest
  •  Click "Add Insurance Info" 

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• Add insurance to a referral on the web
  • Go to "Referrals"
  • Click on the referral of interest 
  • Click "Add Insurance" 

Request Insurance Info:

• If you are the recipient of a referral that does not include the patient's insurance information, you can request that it be added via PicassoMD web
  • Log into the web app and go to "Referrals"
  • Click on the referral of interest
  • Click the "Request Insurance Info" button, which automatically adds a note to the referral for the sending provider's admin staff, "Can you please add the patient's insurance to this referral?" 

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