Once you're on the ANAGRAM platform, you can click on 'ADD NEW PATIENT' to add the patients information and 'CONNECT PLAN' to connect the plan. The patient profile will request all relevant information regarding the member, including patient details, insurance accounts, claims, and notes. Now let’s talk about matching results!
Matching Results means that Anagram is contacting and negotiating with the insurance company’s database to find this patient’s eligibility and coverage information. There are four outcomes for this process: (1) Calculate Benefits, (2) Verify Plan, (3) Verify Plan Details, and (4) Resolve.
Calculate Benefits indicates that we were able to locate the patient’s eligibility and coverage. Selecting the Calculate Benefits green button will allow you to navigate the patient’s benefits page discussed in the Calculating Benefits article linked below.
Verify Plan means that we could identify multiple plans that could match the information provided in Anagram. In this case, clicking the green-outlined Verify Plan button will allow you to review and confirm which benefits match your patient.
Verify Plan Details indicate that Anagram has found the insurance plan; however, the patient has used all of their out-of-network benefits during a previous visit. The cost calculator will show when they will be able to use their coverage again.
Resolve means that we could not match the patient’s information with the insurance company’s database. We refer to this outcome as “Plan Not Found.” You may receive this outcome if the patient doesn’t have a vision plan with the selected carrier. You could also come across “Plan Not Found” if the information entered did not match how the patient registered with their insurer. Select the Resolve button for further details regarding the outcome and the next steps.
Pro tip: Add patients and connect their insurance plans at least a day before their appointment. This allows you enough time to reach out to Support if you have any trouble adding a new patient. Please be sure to provide Support with the Anagram IDs corresponding to the patient to set you up for success quickly.
Support is available via email (support@anagram.care)
Monday - Friday 9 AM - 8 PM EST and Saturdays 9 AM - 5 PM EST.