Storing Insurance Cards in KIP

If you have a scanner and are using an Apple computer, you can quickly scan insurance cards and store them in KIP (beginning with KIP version 1.225).

Save time and money by:

 • eliminating photocopying of insurance cards.

 • insurance cards are visible on every computer that accesses KIP

• scanning and saving takes no more than one or two seconds

• view 100% accurate insurance information remotely

• no more digging for patient records if you need to check the policy number or the carrier phone number

We have tested KIP using the Fujitsu ScanSnap desktop scanners which are quick and easy.  They scan both sides of an insurance card in one pass, which takes about 1 second. Then with a quick click, it is stored in KIP.

We expect other desktop scanners to work just as well.

This way, if you ever get a rejection for an invalid policy number, or you quickly need the phone number of the carrier, it is instantly available from anywhere.


Here’s how it works:

The new insurance card icon  on the patient’s insurance window takes you to the insurance card window. Click this icon first.

Now scan the insurance card.

Next click the GET SCAN button. Both the front and back of the insurance card are instantly retrieved.

Click the SAVE button and you are done.

Whenever you click on a patient’s insurance plan, the insurance card is automatically displayed on the right side of the window.


Helpful Hints:

Set your scanner to automatically scan the card into the Pictures folder on your computer as a JPG file. That’s where the GET SCAN button is looking for your scan.

If the back and front of the card are accidentally switched, click the double-arrow icon  between the two photos to flip them.

Click the insurance icon  anytime you need to see both the front and back of the insurance card.

If you are in the insurance card scan window and need to enlarge the images, just drag the window larger (or click the green full screen button on the title bar). The front and back of the card will automatically get bigger with the window.

If you need to manually select an insurance card image, click on the space where the image should go. This will allow you to select an image anywhere on your computer.

KIP MediWeb now includes Messaging!

How many times have you left a Post-It Note on somebody’s computer in your office? Wouldn’t it be nice to just message them instead?

Well now you can!

It’s especially helpful if you are using KIP from more than one location – either from home or at a second office location. You just message the person. And best of all, those messages are always available to review – you can never lose one.

In order for this to work right, you want to have a separate user log-in for every person who works in your office.


Here is a simple three-step method on how to set this up:

1. You need to sign into KIP as an administrator (that means the username will end in “admin”).

If you forgot how to do this, you need to have a Practice Owner contact us for help.

2. Go to View > Manage Users and set up a username and password for everyone in your office (including each doctor).

Doing this will give every person in your office their own log in username and password.

3. Now go to View > Employees and open up each employee. Where it says “KIP Username”, select the username that that employee uses to log into KIP.

Each doctor will need to be set up as an employee, too, so they can get messages.

That’s it!

All Messages are Private

Now that everyone has their own username, they will get their own private messages.

When you log into KIP, you will get a notification that you have a message. You will also notice on the KIP icon in the dock a little red number that indicates how many messages are waiting for you.

You view your messages by going to View > Messages.

If you click on Inbox in the left column, you will see all messages sent to you. If you click on the person’s name under the Inbox, you only see the messages from that one person.

If you click on Sent in the left column, you will see messages you sent. If you click on the person’s name under the Sent, you only see the messages you sent to that one person.

Messages are totally private and internal, just like all KIP data.

Using messaging is just like using any email program

Click the Compose button to send a new message.

Pick who the message goes to, enter a subject and a message – then send. You must have something entered in all three areas to send a message.

If you see the Send button is dimmed, check to make sure you have entered a recipient, subject, and a message. You need all three to send a message.