Configuration steps for insurance tasks in ezyVet
It is important to know the general steps to configure insurance integrations.
Some insurance companies have an ezyVet integration and some do not have an integration. The general configuration steps for insurance tasks that use an integration are different compared to the insurance tasks that do not use an integration. Each set of general steps is as follows:
Tip: Insurance integrations make it easy to get access to insurance features directly in ezyVet. For more information, refer to Insurance Integrations.
Configuration steps: Insurance company that has an integration
This table gives each configuration step and the related documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | A practice manager makes a supplier contact record for an insurance company. | Make a supplier contact record for an insurance company |
| 2 | A practice manager configures the applicable insurance integration. | Configure the VetEnvoy insurance integration Configure the integration for Trupanion Vet Portal |
| 3 | A practice manager configures a dedicated payment method for the applicable insurance integration. | Configure a payment method for the insurance benefits of an insurance integration |
When the practice manager completes configuration:
| Send a GapOnly e-claim from a clinical record | |
Configuration steps: Insurance company that does not have integration
If an insurance company does not have an ezyVet integration, the only configuration necessary is to do the procedure given in Make a supplier contact record for an insurance company. When the procedure is completed, staff can do the tasks given in this table:
| Step | Task | Documentation |
|---|---|---|
| 1 | Staff:
| Make an e-claim for an insurance company that does not have ezyVet integration Send an e-claim to an insurance company that does not have ezyVet integration |
| 2 | Staff manually change the status of an e-claim. Note: The insurance company examines the claim information that you sent as an email from ezyVet. Use the claim information that the insurance company then tells you to know which status to change to. | Change the status of an e-claim for an insurance company that does not have ezyVet integration |
| 3 | Staff monitor e-claim information. | Monitor e-claim information |