If your organization uses the Trupanion integration,
you can send an insurance pre-approval from ezyVet
to Trupanion directly.
An insurance pre-approval:
Tells Trupanion about a patient who will receive treatments and procedures for a
specified clinical condition
Tells Trupanion that the patient owner will make an insurance claim for the
treatments and procedures
After Trupanion receives an insurance pre-approval from ezyVet, Trupanion does a check of
the information in the pre-approval. Then Trupanion makes a decision about if the
patient owner can receive coverage for the treatments and procedures of the clinical
condition. If the patient owner can receive coverage, Trupanion sends the pre-approval
back to ezyVet. Then ezyVet tells you that Trupanion can give coverage to the patient
owner.
To send an insurance pre-approval, you use an estimate in ezyVet. You use the estimate to add the treatments,
procedures, and other items that are necessary for the patient’s clinical condition.
After you prepare the estimate, you select the SEND PRE-APPROVAL
button that the estimate screen shows:
After you select SEND PRE-APPROVAL, ezyVet shows a Send Pre-Approval
request dialog box. The dialog box shows
Information about the patient (for example, the patient name, species, and
age)
Information about the client (for example, the client name and address)
The insurance number of the patient
The items of the estimate and the cost of each item
Figure 1. The Send Pre-Approval request dialog box
Use the Send Pre-Approval request dialog box to:
Add the clinical conditions that the patient has
Send the insurance pre-approval to Trupanion
The Send Pre-Approval request dialog box has a
Vet box and a Claim Handler box. Use
the Vet box to select the veterinarian who made the estimate. Use
the Claim Handler box to select the user account of a staff
member who receives memos when the status of the
pre-approval record changes.Figure 2. The Vet box and Claim Handler
box
After you send the insurance pre-approval, ezyVet makes an
insurance pre-approval record and shows it in the estimate screen. The record shows an
initial status of Preapproval generated:
If Trupanion can give coverage for the clinical
conditions, they use the pre-approval record to tell ezyVet
directly. Then:
ezyVet changes the record to show
Preapproval generated
The SEND PRE-APPROVAL button shows dimmed
Note:If an
insurance pre-approval of an estimate is in progress, you cannot send an insurance
pre-approval again. Each estimate can have one in-progress pre-approval
only.
Note:ezyVet shows insurance pre-approval
records and their statuses in the estimate screen only. You cannot use the
Records dashboard tab or other ezyVet functions to show pre-approval records and
statuses.
