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 menuPatients > 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


Select Fund to Claim for Multiple Insurances Environment

Remove Insurance Plan from Patient File

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