Add Insured or Payer Policy

The Insurance Info tab is used to manage your patient’s insurance policy information. It is used to add and edit insurance payers and insured party information while creating a new patient or after the patient has been saved.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click the Insurance Info tab.

  5. Click the Add New button or click on the arrow and select which type of payer to add. (e.g., Primary, Secondary or Tertiary).

  6. Add the Insured Party by either selecting the Existing Insured (for existing patients) or Creating A New Insured.

    1. Creating a New Insured party?

      1. Check whether the patient is the insured or not.

      2. Use the Patient Relation to Insured drop-down menu to specify the patient's relationship to the insured. 

      3. Enter the Contact Info.

      4. Expand the Employer Information and begin adding any applicable information. 

  7. Select the Payer Info tab near the top of the window.

  8. Set the Priority for this payer using the Priority drop-down.

  9. Use the Policy Type drop-down menu to specify the policy type for this payer.

  10. Use the icon to locate the Payer.

  11. Enter the Member & Group ID.

  12. Enter the Copay, Co-insurance, & Deductible.

  13. Enter the Effective Date & the Termination Date.

  14. Click Add.