Add Insurance Information

Use the following steps to add insurance information for a patient.

1. From the patient's open chart, click the ID tab.
    

2. In the Case section, select the applicable Practice.
    

3. In the Case field, select the Case you want to add the insurance to, if applicable.
    

4. Click the button next to the Insurance field.
   
   
    

5. Click the Pick button.
    

6. In the Insurers dialog select the Insurance you wish to add, and then click the Ok button.
   
   
   
    

7. In the Policy # field, enter the Policy Number for the selected insurance.
    

8. In the Group # field, enter the Group Number for the selected insurance, as needed.
    

9. Repeat steps 3 - 7 to add any additional insurances to this case for the patient.
    

10. Once the applicable insurance companies have been attached to the patient, you can modify the position (Insurance 1, Insurance 2, Insurance 3) of each insurance company by selecting the applicable insurance and using the up and down buttons   to change the position of the selected insurance.