Policies
Understanding How Policies In Careswitch Work
7 articles
- What is a Policy?Learn what Policies are in Careswitch — what they represent, the difference between private-pay and third-party, and how service groups, limits, and status work together.
- Understanding Services, Policies, and PayersHow services and policies fit together in Careswitch.
- Setting Up a Client or Contact as a PayerLearn how to set up clients, contacts, and organizations as payers and enter their billing and payment information.
- Creating a Private Pay PolicyLearn how to create a private pay policy for different payer scenarios and manage advanced settings and common policy updates.
- Creating a Third-Party PolicyLearn how to create, manage, renew, and update third-party policies and avoid authorization rejections.
- Provisional PoliciesHow to Create a Provisional Policy and Convert It When the Authorization Arrives
- Policies FAQCommon questions about policies in Careswitch — coverage, status changes, multiple policies per client, limits, billing, and what to do when things look off.