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Greensheet Errors: Insurance/ Coverage Is Missing An Individual Identifier
Greensheet Errors: Insurance/ Coverage Is Missing An Individual Identifier
Updated over a month ago

Insurance / Coverage is missing an individual identifier

Reason for this Greensheet:

The patient’s insurance/coverage policy is missing the member ID number, which is a required field for an insurance claim.

What to look for and where to look for it:

Open patient profile > Cases > Click on the desired case > Insurance / Coverage > Click on edit on the policy

ID / Claim number (box 1a) is missing -

How to correct:

  1. Add the patient’s member ID number from their insurance policy > Save.

  2. Revalidate greensheet

Video:

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