Insurance Company - Add to Patient's File with Primary Policy Holder

The following instructions are to add an insurance company with a primary policy holder.

Instructions

1. Access Patients > search for and open a patient > Insurance.
2. Click the + icon.
3. For the Policy Holder field, notice it defaults to the patient's name, click the search icon.
   • If the policy holder is a family member, under the Group column, click Family Members. See Example
     • Select the family member that is the policy holder. Note: Their insurance information displays in the Policies section.
     • Select the insurance policy.
     • Click 'Select.'
   • If the policy holder is a contact, under the Group column, click Contacts. See Example
     • Select the contact that is the policy holder. Note: Their insurance information displays in the Policies section.
     • Select the insurance policy.
     • Click 'Select.'
4. Complete all remaining required fields.
5. Click 'Save.'