You must add an Insurance Policy to a Patient's profile if you want to add a claim applied to a policy. Claims are added from Invoices. Before you can add a policy, you must add Insurers first. Here's how
Adding Insurers
- Click on the person's Name.
- Click on Insurance in the sidebar.
- Click on Add Policy (top right).
- Fill out the form, and click Save.
Deactivating an Insurance Policy
- Click on the person's name.
- Navigate to the Insurance section in the sidebar.
- Click on the three-dot menu (located to the right) of the active policy you want to deactivate.
- Select Edit Policy from the menu.
- Toggle the Active button off.
- Click Save.
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