Add Policy to Patient/Client Profile

You will need to add an Insurance Policy to a patient/client profile if you want to add a claim applied to a policy.  Claims are added from Invoices.  You will have needed to add Insurers before you can add a Policy.

  1. Click on person's name
  2. Click on Insurance in the sidebar
  3. Click on Add Policy (top right)
  4. Fill out the form and click Save
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