Add Insurance by Payer and Health Plan

Complete the following steps to add insurance by payer and health plan:

1. Select Add Insurance.
2. Select Payer and Health Plan.
3. In Patient Insurance Plan, if the insurance card is available, select + Add Insurance Card. The Front of Insurance Card dialog box is displayed.
4. Access and select the file, and select Open. Front of Insurance Card is displayed.
5. Select Next. Back of Insurance Card is displayed.
6. Access and select the file, and select Open. Back of Insurance Card is displayed.
7. Select Done.
8. Update any additional values as needed and select Add. Search for Subscriber is displayed.
9. If the patient is the subscriber, select the next (>) button to select the patient. Then skip to Step 11.
10. If someone else is the subscriber, search for and select the person. Patient Insurance Plan is displayed. Note that subscriber demographics must be updated separately. If the person is not found, complete the following steps:
    1. Select Add New Subscriber. Maintain Person Subscriber is displayed.
    2. Enter all required values and select Next. Patient Insurance Plan is displayed.
11. Complete all information as needed and select Add. Insurance Plans is displayed with the insurance and subscriber information.
12. Select Done.