Careswitch

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.

What is a Policy?

Step-by-step instructions for setting up a private-pay policy for a client who is paying directly for their care.

How to create a Private-Pay Policy

Walk through uploading an insurance authorization, what each status means while it's being reviewed, and what to do if your policy gets rejected.

How to submit a Third-Party (Insurance) Authorization

Understanding How Policies In Careswitch Work

Policies

Roadmap

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