> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add/edit a Patient's Insurance

> Add or edit a patient's insurance, including workers' comp, self-pay, and missing-insurance cases.

#### 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.

#### 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.

#### Editing Insurance

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

### FAQ

<Accordion title="What if the policyholder isn't the patient?">
  Set the **Guarantor** relationship to something other than **Self**, then fill in the policyholder's name, contact details, date of birth, gender, and address.
</Accordion>

<Accordion title="How do I record a self-pay patient?">
  Type **Self Pay** into the Insurance Company field and select it. The insurance details collapse to **Self-Pay (No Insurance)**.
</Accordion>