There are several options to add an insurance company that is not listed.

Option #1 

• Click on the Patients button, in main menu. 

• The following screen will be displayed:

• Select the patient to whom you want to edit the health plan information.
• Click on the Edit button, located at the top of the screen.

• Click on the Insurances, located on the right side of the screen.

• In the first box, check the name of the company, if not found, click on the Edit button, located next to the insurance company field. 

• The Insurance Companies screen, will be displayed.

• When you finish creating the new insurer, click on the Previous button, to return to the Patient Details screen.
• Select the company you just added and fill in all the necessary information about the patient's insurance coverage.
• Then click on the Save button, to store the information.

• Click on the "QuickLinks" text, located at the top of the screen.
• Select the "Patients" option.

• The following screen will be displayed:

• Select the patient to whom you want to edit the health plan information.
• Click on the Edit button, located at the top of the screen.

• Click on the Insurances, located on the right side of the screen.

• In the first box, check the name of the company, if not found, click on the Edit button, located next to the insurance company field. 

• The Insurance Companies screen, will be displayed.

• When you finish creating the new insurer, click on the Previous button, to return to the Patient Details screen.
• Select the company you just added and fill in all the necessary information about the patient's insurance coverage.
• Then click on the Save button, to store the information.

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• Learn More About: Patients / Insurances