Creating a Personal Injury / Auto Accident Account
9 min
Purpose
To properly set up a Personal Injury / Auto Accident account in ChiroTouch for accurate case management, billing, and documentation related to motor vehicle accident claims.
When
Complete after patient demographics have been entered and when the patient is being seen for injuries related to a motor vehicle accident or personal injury claim.
Responsible Role
Front Desk / Referral Coordinator / Billing Coordinator
Procedure
Step 1: Open Patient Account
- After all demographics have been entered, select the patient in ChiroTouch.
- Go to Insurance.
- Select Add Insurance.
Plan Information
Step 2: Enter Payer Information
- In the Payer field, select the Attorney / Liability Company from the drop-down list.
- If the Attorney / Liability Company is not in the list:
- Add the company before continuing.
Step 3: Complete Plan Information
- Plan Name: Enter the Attorney / Liability Company Name
- Group ID: Leave blank
- Insured ID / Policy Number: Enter SELF
- Under Eligibility > Start Date:
- Enter the Date of Injury
- Click Next
Copay & Coinsurance
Step 4: Skip Copay Entry
- In the Copay section, do not enter a copay.
- Skip to Other Coverage Details.
- Click Save.
Cases
Step 5: Add New Case
- Select Add Case.
Step 6: Enter Case Details
- Name: Enter the Attorney / Liability Company
- Care Type: Select Auto Accident
- Guarantor: Select Self
- Case Bill Type: Select Insurance
- Date of Onset: Enter the Date of Accident
- Initial Treatment Date: Enter the Date of First Visit in Office
- Accident Date: Enter the same date as Onset
- Accident State: Enter NC (in most cases)
Billing
Step 7: Update Bill Type
- Go to Bill Type.
- Select:
- Override Default Bill Type with Case Billing Details
Final Check
Before completing the account setup, confirm:
- Attorney / Liability Company is entered correctly
- Plan name is correct
- Insured ID says SELF
- Date of injury is accurate
- Case type is set to Auto Accident
- Accident date and onset date match
- Billing is set to Override Default Bill Type with Case Billing Details