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.

Using the Line Item Report

Learn tons about your practice in an instant with the Line Item Report

The Line Item Report gives you each code (CPT Codes and/or Inventory Codes) billed during a specific date range.

You can choose any date range you prefer – Last Week, Last Month, Last Year.

You can also limit the report to a specific range of codes, provider, insurance, or location.

If you select PRINT ALL LINE ITEMS, you will have the name of every patient with that code.
If you select PRINT SUMMARY ONLY, you will get all the totals.

Some examples:

For example, you might ask – how many x-rays did I perform last month?

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You would enter your preferred date range and make your starting code 7 (since all radiology cpt codes begin with 7) and make your ending code 8.

If you want a every code beginning with BON you would enter:

start code: bon
end code: boo

Think of it as in alphabetical order.

If you wanted to look up all the words in the dictionary beginning with “bon”, you would start at “bon” and end when you get to “boo”.

Here is another example with numbers:

Let’s say you want a line item report with all codes beginning with 9


start code: 9
end code: 99999

* * * * * * * *

Important note:

The codes are alphabetical and not numerical. So if you entered:

start code: 9
end code: 10

You wouldn’t get any results, since all numbers beginning with 1 are before all numbers beginning with 9.

Insurance Posting Gets an Upgrade

Do you find that at the end of the day your Day Sheet is off a few dollars? Does it get tedious to try and find that error?

Sometimes, the problem is hidden in those larger insurance payments because they have multiple patients within that single payment.

Previous versions of KIP helped you track this but you had to enter the check number and then print a report to view the total of payments.

Now, KIP helps to proof payment posting in real time.

Continue reading “Insurance Posting Gets an Upgrade”