💡Notes
When you add insurance details to the Patient profile, the patient is automatically assigned to the selected provider, and their insurance information becomes available during invoicing.
Insurance information is usually added when creating a new patient profile. If it is missing or needs updates, proceed with the following instructions.
Assigning the Patient to the Insurance Provider
- Open the Patients tab from the left-side menu.
- Find the required patient in the list and click to open their profile. If necessary, use the search bar or apply filters to refine the results.
- Navigate to the Full Info tab.
- Locate the Insurance block and complete or update the patient’s insurance information in the following fields.
- Billing Type: Choose the Insurance Provider option from the dropdown menu (Other available options include Private and Other for different billing types)
- Insurance Provider: Select the relevant provider from the dropdown menu. Clinic admins can also add a new provider if needed. Find the complete guide on creating and editing insurance providers.
- Insurance Number: Specify the valid insurance number.
- Once all the required insurance information is entered, click the Update button to apply the changes to the Patient profile.
Viewing Patients Assigned to the Specific Insurance Provider
- The patient is automatically assigned to the chosen provider and appears in the provider’s patient list. Navigate to the Insurance Providers tab in the Administration module.
- Open the required provider, then click the Show Patients link to view the patients assigned to this provider.
- Alternatively, use the insurance filters in the Patients tab to display only patients associated with specific insurance providers.
