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Adding Insurance

Add insurance while creating a patient or from the Demographics section of an existing patient’s profile. Select the Insurance Company, which sets the Plan Type, then enter:
  • Policy Number and Group Number
  • Effective Date and Expiration Date
  • Guarantor — the relationship to the policyholder (defaults to Self). If the relationship is not Self, open the guarantor fields and enter the policyholder’s first name, last name, email, phone, date of birth, gender, and home address.
  • Insurance Card — optionally upload a photo of the card
  • Require prior auth on submission — toggle if this insurance requires a prior authorization
Click Create (or Save) when done.

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Special Insurance Types

  • Workers’ Compensation — selecting a workers’ comp insurance company automatically sets the plan type to Workers’ Compensation (you can also set it manually). Extra fields appear, including Claim Number, Accident Date, and — depending on your site’s settings — Employer details. For auto/accident claims, an Accident State is required.
  • Self-Pay — type Self Pay in the Insurance Company field and select it; the insurance detail fields are replaced with Self-Pay (No Insurance).
  • Missing Insurance — if you don’t have the patient’s insurance yet, type Missing Insurance in the Insurance Company field and select it.

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Editing Insurance

To edit insurance later, open the patient’s profile, go to the Demographics section, and edit the insurance entry.

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FAQ

Set the Guarantor relationship to something other than Self, then fill in the policyholder’s name, contact details, date of birth, gender, and address.
Type Self Pay into the Insurance Company field and select it. The insurance details collapse to Self-Pay (No Insurance).