Insurance

The Insurance tab is where you define the medical insurance providers (Obras Sociales) the clinic works with and the specific conditions for each plan. Keeping this database updated is vital for accurate billing and patient communication.

Insurance Provider Management

From the main view, you can organize insurance companies:

Adding a provider

Click "Add Insurance" (Agregar obra social) to create the provider (e.g., AETNA, Blue Cross).

Active status

You can toggle an entire insurance provider off if the clinic stops working with them. This immediately removes them from the patient's booking options.

Edit and delete

• Edit: Edit the name.

• Delete: Delete the provider if it was created in error.

Plans and Statuses

Within each insurance provider, you manage specific plans (e.g., Gold Plan, Family Advantage).

Accepted status toggle

If the Accepted toggle is off, the plan cannot be selected for online bookings.

Turning off a plan's accepted status is useful when the clinic temporarily suspends a specific plan but continues to work with the insurance provider's other plans.

Key Feature: Copago Plus

This setting triggers the financial alerts seen in the calendar module:

What it does

When enabled on a specific plan, it indicates that the plan requires the patient to pay an additional out-of-pocket fee (copago) at the time of the consultation.

System effect

When staff selects a plan with this option enabled, the system will automatically display the orange warning box in the appointment booking modal.

Usage

It ensures that staff informs the patient about the additional cost or collects the payment, preventing financial misunderstandings.