{% extends "base.html" %} {% load static %} {% block title %}{% if object %}Edit{% else %}Add{% endif %} Insurance - Patients{% endblock %} {% block css %} {% endblock %} {% block content %}

{% if object %}Edit Insurance{% else %}Add Insurance{% endif %} {% if object %}{{ object.insurance_company }}{% elif patient %}for {{ patient.get_full_name }}{% else %}New Insurance Policy{% endif %}

Insurance Information

{% if messages %} {% for message in messages %} {% endfor %} {% endif %} {% if form.non_field_errors %}
{{ form.non_field_errors }}
{% endif %}
{% csrf_token %}
{{ form.insurance_type }} {% if form.insurance_type.errors %}
{{ form.insurance_type.errors.0 }}
{% endif %}
{{ form.insurance_company }} {% if form.insurance_company.errors %}
{{ form.insurance_company.errors.0 }}
{% endif %}
{{ form.plan_name }} {% if form.plan_name.errors %}
{{ form.plan_name.errors.0 }}
{% endif %}
{{ form.plan_type }} {% if form.plan_type.errors %}
{{ form.plan_type.errors.0 }}
{% endif %}
{{ form.policy_number }} {% if form.policy_number.errors %}
{{ form.policy_number.errors.0 }}
{% endif %}
{{ form.group_number }} {% if form.group_number.errors %}
{{ form.group_number.errors.0 }}
{% endif %}
Subscriber
{{ form.subscriber_name }} {% if form.subscriber_name.errors %}
{{ form.subscriber_name.errors.0 }}
{% endif %}
{{ form.subscriber_relationship }} {% if form.subscriber_relationship.errors %}
{{ form.subscriber_relationship.errors.0 }}
{% endif %}
{{ form.subscriber_dob }} {% if form.subscriber_dob.errors %}
{{ form.subscriber_dob.errors.0 }}
{% endif %}
{{ form.subscriber_id_number }} {% if form.subscriber_id_number.errors %}
{{ form.subscriber_id_number.errors.0 }}
{% endif %}
{{ form.effective_date }} {% if form.effective_date.errors %}
{{ form.effective_date.errors.0 }}
{% endif %}
{{ form.termination_date }} {% if form.termination_date.errors %}
{{ form.termination_date.errors.0 }}
{% endif %}
{{ form.copay_amount }} {% if form.copay_amount.errors %}
{{ form.copay_amount.errors.0 }}
{% endif %}
{{ form.deductible_amount }} {% if form.deductible_amount.errors %}
{{ form.deductible_amount.errors.0 }}
{% endif %}
{{ form.out_of_pocket_max }} {% if form.out_of_pocket_max.errors %}
{{ form.out_of_pocket_max.errors.0 }}
{% endif %}
{{ form.is_verified }} {% if form.is_verified.errors %}
{{ form.is_verified.errors.0 }}
{% endif %}
{{ form.requires_authorization }} {% if form.requires_authorization.errors %}
{{ form.requires_authorization.errors.0 }}
{% endif %}

Patient

{% with p=object.patient|default:patient %} {% if p %}
{{ p.get_full_name }}
{{ p.patient_id }}
DOB:{{ p.date_of_birth|date:"M d, Y" }}
Age:{{ p.age }} years
Gender:{{ p.get_gender_display }}
{% else %}
No patient context found.
{% endif %} {% endwith %}

Help & Guidelines

Tips
  • Verify against the insurance card.
  • Check effective and termination dates.
  • Record subscriber info if different from patient.
  • Mark “Requires Authorization” when pre-auth is needed.
Frequently Required
  • Insurance Type
  • Insurance Company
  • Policy Number
Validation Rules
  • Termination date must be after effective date.
  • Policy number often must be unique by company.
{% endblock %} {% block js %} {% endblock %}