1. User Guide
  2. Financial Responsibility at the Encounter Level
  3. Add Insurance by Related Party's Health Plan

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 Payer and Health Plan method.
  4. If the related party insurance is displayed, the next (>) button to select the appropriate person and insurance. Patient Insurance Plan is displayed. Note that subscriber demographics must be updated separately.
  5. Complete all information as needed and select Add. Insurance Plans is displayed with the insurance and subscriber information.
  6. Select Done.

Parent topic: Financial Responsibility at the Encounter Level