Add or edit an Insurance Card

Follow the steps below to add a new or edit an existing insurance card.

  1. Select Patient > Patient.

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

  3. Select the Patient.

  4. Click the Insurance Info tab.

  5. Click on Payer to expand the list of payers.

  6. Click on the Image to upload a new insurance card.  

    Image must be in one of the following formats (JPEG, PNG, GIF, BMP or TIFF.).

  7. Select the Upload button.

  8. Locate the image on your computer.

  9. Click Done, then click Save.