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Set up a patient coverage

Coverage records describe who may be responsible for paying for a patient's therapy services during a specific time period.

Before you start​

Confirm that the payor already exists in your organization's payor list. If it does not, add the payor first.

For patients linked to PointClickCare, a facility or patient refresh uses PointClickCare coverage information to identify payors, but it does not create patient coverage records or billing episodes. Enter the patient's coverage details using the steps below.

Add a coverage​

  1. Open the patient.
  2. Click Coverages.
  3. Click New coverage.
  4. Select the payor.
  5. Enter the coverage start date.
  6. Enter an end date if the coverage has a known end date.
  7. Add deductible, copay, coinsurance, or authorization details when needed.
  8. Save the coverage.

Why coverage dates matter​

Coverage dates help RehabAlpha decide which policy period applies to a charge. This matters when benefits, deductibles, copays, or authorization limits change over time.