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Manage patient coverages

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

Coverage can include payor, dates, deductible, copay, coinsurance, out-of-pocket maximum, authorizations, tags, and notes.

Before you start

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

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, out-of-pocket maximum, or authorization details when needed.
  8. Click Save.

Update a coverage

  1. Open the patient.
  2. Click Coverages.
  3. Open the coverage.
  4. Click Edit.
  5. Update benefits, dates, authorizations, tags, or notes.
  6. Click Save.

Why coverage dates matter

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