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Modify Insurance Information
Use the Insurance (number) tab on the Insurance tab on the Medical panel to modify insurance information used for medical collections.
To modify insurance information
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With an account displayed in the Work Form, do one of the following:
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From the Info menu, click Insurance Info. In the Insurance dialog box, click the Insurance (number) tab.
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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 Insurance (number) tab.
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Modify the information and then click Save.
Note: To delete the insurance information, click Delete and then in the confirmation dialog box, click Yes. The system removes the Insurance (number) tab.