Adding an Insurance Policy to Patient Profile

To add a claim applied to a policy, you must first add an insurance policy to a patient's profile. Claims are added from invoices. Before you can add a policy, make sure you have added insurers first.

Adding Insurers

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

Deactivating an Insurance Policy

1. Click on the patient's Name.
2. Navigate to the Insurance section in the sidebar.
3. Click on the Three-Dot Menu (located to the right) of the active policy you want to deactivate.
4. Select Edit Policy from the menu.
5. Toggle the Active button off.
6. Click Save.