Insurance Management (US-only)
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      Preparing for Claiming (US-only)

      Prepare for seamless claiming with Power Diary claims form. Enter all your insurance, tax, and provider details to ensure accurate auto-population for your claims.

      This article includes all the steps to be prepared for claiming. You can enter all your Insurance, Tax and Provider Numbers into Power Diary so the correct information can automatically populate for your claims. 

       In this Article: 

      Preparing for Claiming

      Follow the steps below to ensure you have all the appropriate fields filled out so that your claim form can be pre-populated with the relevant information. 

      1. Add your Insurers by navigating to Settings → Custom Lists → Insurers. Learn more here.
        Google chrome Workflow - Step 1 (12)
      2. Update your Tax ID and Practice Billing Information by navigating to Settings → Configuration → Business Info. Learn more here.
      3. Set the Place of Service for your locations by going to Settings → Configuration → Locations. Learn more here 
      4. Adding Tax and NPI Numbers for your Practitioners by going to Settings → Practitioners. Learn more here.
      5. Adding Service CPT codes by going to Settings → Services. Learn more here.

      Reviewing your Invoice for Claiming

      Power Diary will pre-populate your claim record with the relevant information as filled in on the client invoice. Update these fields on your client invoice to ensure that the correct information is added to your claim:

      1. Provided by/Sold by - The relevant Service Provider
      2. Invoice date - The date of service
      3. Location - The place of service
      4. Referral - The relevant referral source
      5. Insurance - The relevant payee from the client’s insurance
      6. Invoice Items
        1. Code - The CPT code for claiming
        2. Description - The service description
        3. Diagnosis - Select the relevant diagnoses in the order of most relevant