Add Insurance by Related Party's Health Plan

Complete the following steps to add insurance by the related party's health plan:

1. Select Add Insurance.
2. Select Related Party's Health Plan.
3. In the Add Insurance workflow, if the related party insurance is not displayed, select Cancel and add insurance using the Add Insurance by Payer and Health Planmethod.
4. If the related party insurance is displayed, select the appropriate subscriber and insurance. Note that subscriber information must be updated separately.
5. Complete all information as needed and select Add. Insurance is added for the patient and displayed in the Financial Responsibility pane.