- Contents
Add Insurance Information
Use the New Insurance tab on the Insurance tab on the Medical panel to add insurance information used for medical collections.
To add insurance information
-
With an account displayed in the Work Form, do one of the following:
-
From the Info menu, click Insurance Info. In the Insurance dialog box, click the New Insurance tab.
-
In the Panels section of the Work Form, click the name of the currently displayed panel (for example, Notes, Phones) and then click Patient Info. On the Patient panel, click the Insurance tab and then click the New Insurance tab.
-
Complete the information and then click Save.