View a Patient's Insurance History

  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 Insurance History button.

  6. Review the insurance history for this patient.

  7. Click Done to close the window.