{% 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_provider }}{% else %}New Insurance Policy{% endif %}

Insurance Information

{% csrf_token %}
{{ form.patient }} {% if form.patient.errors %}
{{ form.patient.errors.0 }}
{% endif %}
{{ form.insurance_type }} {% if form.insurance_type.errors %}
{{ form.insurance_type.errors.0 }}
{% endif %}
{{ form.insurance_provider }} {% if form.insurance_provider.errors %}
{{ form.insurance_provider.errors.0 }}
{% endif %}
{{ form.policy_number }} {% if form.policy_number.errors %}
{{ form.policy_number.errors.0 }}
{% endif %}
{{ form.member_id }} {% if form.member_id.errors %}
{{ form.member_id.errors.0 }}
{% endif %}
{{ form.group_number }} {% if form.group_number.errors %}
{{ form.group_number.errors.0 }}
{% endif %}
{{ form.effective_date }} {% if form.effective_date.errors %}
{{ form.effective_date.errors.0 }}
{% endif %}
{{ form.expiration_date }} {% if form.expiration_date.errors %}
{{ form.expiration_date.errors.0 }}
{% endif %}
{{ form.copay }} {% if form.copay.errors %}
{{ form.copay.errors.0 }}
{% endif %}
{{ form.deductible }} {% if form.deductible.errors %}
{{ form.deductible.errors.0 }}
{% endif %}
{{ form.status }} {% if form.status.errors %}
{{ form.status.errors.0 }}
{% endif %}
{{ form.is_primary }} {% if form.is_primary.errors %}
{{ form.is_primary.errors.0 }}
{% endif %}
{{ form.coverage_details }} {% if form.coverage_details.errors %}
{{ form.coverage_details.errors.0 }}
{% endif %}
Describe what services are covered, limitations, and special requirements.
{{ form.notes }} {% if form.notes.errors %}
{{ form.notes.errors.0 }}
{% endif %}
Any additional information about this insurance policy.

Help & Guidelines

Insurance Information Tips
  • Verify all information with the insurance card
  • Primary insurance should be billed first
  • Check effective and expiration dates carefully
  • Include group number if available
  • Document any special coverage requirements
Required Fields
  • Patient
  • Insurance Provider
  • Policy Number
  • Insurance Type
  • Status
Validation Rules
  • Only one primary insurance per patient
  • Effective date cannot be in the future
  • Expiration date must be after effective date
  • Policy number must be unique per provider
Quick Actions
{% if object %}

Current Patient

{{ object.patient.get_full_name }}
{{ object.patient.patient_id }}
DOB: {{ object.patient.date_of_birth|date:"M d, Y" }}
Age: {{ object.patient.age }} years
Gender: {{ object.patient.get_gender_display }}
{% endif %}

Form Status

Form not saved
Last saved: Never
Auto-save: Enabled
{% endblock %} {% block js %} {% endblock %}