Use the following steps to edit insurance information for a patient.
From the patient's open chart, click the ID tab.
Scroll down to the Case section and in the Practice
field, select the applicable Practice.
In the Case field, select the Case
you want to edit the insurance for, if applicable.
In the Insurance field, select the Insurance
you want to edit.
Modify the Insured's
Name, Policy #, or Group #, as needed.
Modify the order of the insurances by utilizing
the and
button, if needed.