The following instructions are to add a patient's insurance information within the Schedule module. Access Add Insurance Company to the Patient's File for instructions from within the Patient's module.
Instructions
- Access Schedule.
- Click '+ Appointment.'
- In the New Appointment window, complete all required fields.
- Access the Insurance tab. See Example
- Click the + icon.
- In the Insurance Coverage modal, complete all the required fields.
- Click 'Save.'
- Click 'Create.'