Nopali Initial Setup

Insurance Company List

If you intend on using the U.S. Insurance module, then you will need to maintain a list if insurance companies that patients are insured with. Select the 'Tools>Insurance Company' menu item at the top of the screen:


Insurance Company Panel

To enter a new insurance company, press the '+' button found at the top right of the table:


Insurance Company 'Add' BUtton

To edit data in the table, you can press the 'pencil' icon on the lower right corner of the window:


'Edit' Button

You may also indicate enter whether the company will accept Nopali eClaim files by checking the 'Receives Nopali eClaims' checkbox found in the 'Other Info' tab:


'Other Info' Tab

You can add Staff Insurance Company information in the Office US Insurance view. Select this view by pressing on the toolbar item:


Office US Insurance Toolbar Item

The Office US Insurance has a 'settings' popUp button that you can press to access the Staff Insurance Info panel. Press the button and select 'Insurance Company Staff Settings':


Settings Button

The panel will come down, allowing you to enter data linking physician information to insurance companies. The table on the left lists insurance companies, while the table on the right shows the information for individual physicians.


Insurance Company Staff Panel

After selecting an Insurance Company row, press the '+' button at the top right corner to enter new information:


'Add' Button

A panel will come down allowing you to enter information that may be required to submit a charge to the selected insurance company:


'Add' Button

You can then fine-tune the entry by selecting the doctor, entering the ETIN (Electronic Transmitter Identification Number) and add any secondary reference numbers, should they be required. This information is primarily used for electronic insurance billing and may vary, depending on the insurance company.

Editing a row is simply a matter of selecting a row and pressing the 'pencil' icon:


'Edit' Button

Nopali Initial Setup Topics
Installation
Database Connection & Office Network
Setup Nopali Preferences & Tax Information
Importing Patient Data
Location Data
Insurance Company Data
Diagnosis & Intervention Data
Setup the Scheduler
Price List Information
Price List Package Information