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How to Add Insurance to a Patient?

Updated

To add insurance to an existing patient:

  1. From the main menu, go to patients → All Patients.
  2. Search for and select the patient you want to add insurance to.
  3. Within the patient’s profile, select Insurance & Eligibility from the left-hand menu.

  4. Click Edit, located in the upper-right corner.

    agg un seguro de un paciente 2 (1).png
  5. On the Edit Patient screen, select Insurance, Payment & Eligibility.

  6. Click Add Insurance Provider.

    agg un seguro de un paaciente 3.png
  7. Complete the insurance information, including:
    • Insurance (Payer) and Insurance Type
    • Order of Benefits (Primary, Secondary, etc.)
    • Relationship to Subscriber
    • Member ID and Group ID
    • Copay and Coinsurance
    • Demographic and contact information associated with insurance
    • Notes, if applicable
  8. Review the information entered and click Save Changes to save the insurance to the patient’s profile.

Quick Path:
Patients → All Patients → Select Patient → Insurance & Eligibility → Edit → Insurance, Payment & Eligibility → Add Insurance Provider