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Adding Insurance when Another Patient is the Policy Holder

How to Add Insurance when Another Patient is the Policy Holder

Before you start,

Make Sure that Insurance is Entered into the Patients file that holds the policy 

Click Here if you need to watch the training video

 

Step 1:

Go to the Patient Rolodex

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Select Patient Name

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Step 2:

Go to the patients Insurance Tab and Select ADD 

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Step 3:

Create New Policy, Next

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New Primary, Next

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Another Patient, Next

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Select the Patients name who holds the Policy, Next

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Select the Policy, Next

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Add in ALL necessary info, including relationship to the other patient. Next

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Select Finished, Next

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Add in the Start Date for the Policy. Make sure it is BEFORE the first Date of Service the policy is covering, Next

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Select OK to confirm the new policy entered

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Select Finished!!

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You are all set!!!

 

 

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