In this article you’ll learn how to:
- Update the insurance policy for a patient
- Reorder insurance policies to designate primary, secondary, etc.
- Add on new policy to a claim
- Delete policy from a claim
Update Patient's Insurance Policy
To update the insurance policy for a patient, follow these steps:
- Under the Patients tab, find the desired patient by either using the search box or choosing from the list, then click on the patient's name to open the patient’s profile.
2. On the left-hand menu click on Insurance > Add Insurance.
3. Fill in all required entry fields and click on Create Insurance.
How to Designate Insurance Order
To change the insurance order for primary, secondary, tertiary, etc., follow these steps:
- Under the Patients tab, find the desired patient by either using the search box or choosing from the list, then click on the patient's name to open the patient’s profile.
2. On the left-hand menu, click on Insurance > Reorder.
3. Drag and drop the insurance names until they are in the proper order for claims submission, then click Save.
How to Add an Additional Insurance Policy to a Claim
When you need to add an additional insurance policy to a claim without adding it to the patient profile, use the following steps:
- Under the Claims tab, open the desired claim by clicking on the corresponding Date of Service link.
2. Scroll down to the Insurance section then click +Add Insurance.
3. Fill in all the required fields then Save.
How to Delete an Insurance Policy from a Claim
When you need to delete an insurance policy from a claim, follow these steps:
- Under the Claims tab, choose a desired claim by clicking on the corresponding Date of Service link.
2. Scroll down to the Insurance section, identify which insurance policy to remove, then click Delete.