Adding Insurance to the Contacts list straight from the Insurance tab

Adding insurance information into patient's chart

Step 1: Navigate to the “Insurance” tab in a patient chart.

Step 2: Make sure the Payer Name, Address, and City, State, Zip are filled out completely with the insurance claims address information. (Note: If the patient completes this section on the online medical questionnaire, it should auto populate with whatever information they included)

Step 3: Once the information is added, select the “Create Contact from Payer info” icon.

Step 4: Review the information as requested. Select “Save and Close” to add it this insurance contact.