A patient's insurance information is stored within the "Patient Information" section of the patient record. In order to get started you will want to:
Navigate to a patient record. You can access your list of patients by clicking on "Patients" in your top navigation bar. From here you can scroll through your patients or type their name in the box to search by name.
Click on the corresponding Patient to access their record.
Click on the "Patient Information" app
to access their information.Select "Insurance" from the list of options.
Click "+ Add Insurance Information".
In the "Carrier" box, begin typing the name of the patient's Insurance Carrier.
Enter the corresponding "Group Number".
Enter the "Subscriber ID"
Select "Subscriber" to designate the responsible party.
Set the effective date.
Click "Save" to save this newly added insurance to the patient's record.