An Insurance Payment Flag in CareStack is a customized marker used by practices to identify or classify insurance payments, particularly those with specific issues, involving multiple claims, or related to chargebacks. These flags help users quickly recognize the nature of the insurance payments and manage them accordingly.
To add an insurance payment flag to an insurance payment:
- Open the insurance payment > select the Insurance Payment Flag > enter Remarks > click Update Flag.
Let's explore how to create new insurance payment flags in practice settings. Perform the steps below.
- Navigate to the System Menu > Practice Settings > Payments & Billing > Insurance Payments.
- Click on the Insurance Payment Flags tab > click +Add Flag.
- Enter the new Flag Name.
- Enter a Short Name that will be displayed as the flag label.
- Enter a Description of the flag.
- Select a Color for the flag to quickly identify it.
- Click Save.
Practices can use this simple guide to learn how to create new insurance payment flags according to their preferences.