Add Multiple Insurance Plans Against One Patient

The Multiple Insurance Environment allows the patients to be setup with more than one Insurance plan for claiming purposes. Ensure the Multiple Insurance Environment is activated.

1. Click the navigation menu > Patients > Patients page

2. Insurance / Various tab > Click List

   1. Click Add

   2. Select the Insurance Plan from Code column

   3. Enter the Member ID found on patient card

   4. Enter the Series found on the patient card

   5. Enter a Date Start and Date End if applicable for this insurance plan

   6. Repeat steps to add more insurance plans
      

Links:

Select Fund to Claim for Multiple Insurances Environment

Remove Insurance Plan from Patient File