Edit Insurance Information

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

 

 

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

  2. Scroll down to the Case section and in the Practice field, select the applicable Practice.
     

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

  4. In the Insurance field, select the Insurance you want to edit.
     

  5. Modify the Insured's Name, Policy #, or Group #, as needed.
     

  6. Modify the order of the insurances by utilizing the and button, if needed.

 

 

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