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.  

    Your profile picture should be a minimum of 512x512 pixels, but no larger than 1024x1024 pixels. Any file recognized as an image (e.g., .jpg, .jpeg, .png) can be uploaded.

  7. Select the Upload button.

  8. Locate the image on your computer.

  9. Click Done, then click Save.