Apply The Primary Insurance
Go to the patients chart, make sure the patients insurance is listed, scroll down to the Insurance Information portion to make sure it is there:
Once you have verified the insurance is there, scroll back up to the top and click on Menu > Primary Insurance:
Once in click the “+” button:
If you have the Active Date and Term Date of the policy add both, if not you can add the current date for the From or the beginning of the year and you can leave the Until date Blank then click send:
Once added you will see the From (this field is required) and Until (this field is not required) date, click on them to add the Patient Information and Insurance information
The Patient Information and Insurance information will be blank but there will be two pieces of paper overlapping one another in the upper right hand corner, click on that and it will auto-populate the information for you, then click OK:
This is the information that will be pulled for your billing make sure it is filled out!!!!