To set up services and insurance in Solv Manage, please follow these steps.
When logging into Solv, please go to manage.solvhealth.com/login to enter your username and password.
On the landing page, you will see a "Settings" button.
Click on Settings
On the Service page, select the ‘Location’ tab and search for the location you are needing to edit and select ‘edit’.
From there, click on the left navigation tabs to update General information, Hours and Scheduling, Services, Insurance, Paperwork, and Custom Quick Replies (Canned message templates to send patients via SMS using Solv Chat).
General Information
Review and update general information and access links to the booking and iPad kiosk pages.
Hours & Availability
For a complete guide on managing Hours & Availability in Solv, click here. Please be sure that hours are accurate as they are reflected to patients and affect booking hours and when patients are encouraged to walk-in for care.
Services
To update services, select the ‘Services’ tab within the settings menu. From there, you can define the services your clinic offers.
This includes types of Urgent Care, Labs & Tests, specific procedures, vaccinations, etc. You can customize the details of each service, including duration, pricing, and any prerequisites.
Select ‘Save’.
Insurance
To update insurance, select the ‘Insurance’ tab within the settings menu. Here, you can Indicate whether your practice accepts:
Aetna
Anthem
Blue Cross Blue Shield
Cigna
Humana
Medicare
Medicaid
Tricare
Triwest
UnitedHealthcare
Most PPOs
Self pay
After selecting the insurance plans, be sure to click Save!
Paperwork
Customize your paperwork flow to collect the data that you would like patients to include when completing their digital registration through Solv. You can mark each field as Optional or Required.
Please only mark the question as required if it is truly necessary to receive this information. For example, some patients may not have a middle name, so marking the Middle Name field as required can be confusing to some patients and cause them to abandon digital registration due to confusion.
The more questions that paperwork flows have, the less likely that patients are to complete all of the fields.
There is an option to have customized questions, and Solv recommends not exceeding 5 custom questions to increase the likelihood that patients will complete all paperwork.
You also have the option to have your read-only consent forms uploaded by the Solv team for patients to review and electronically sign.
Custom Quick Replies
For more information about how to create and update Custom Quick replies, see the article here
On the Service page, select the ‘Location’ tab and search for the location you are needing to edit and select ‘edit’.