Adding an Insurance Profile to an Existing Patient

Adding an Insurance Profile to an Existing Patient

Click Insurance Management from the Patient Dashboard

Click  [Add New Insurance Profile]


  1. Click ‘Add New’
  2. Add Policy Information 
  3. [Save]


4. Once the primary policy is saved, the ‘Secondary’ section opens. If applicable ‘Add New’ - Secondary policy > Save , ‘Add New’ Tertiary policy > Save

5. [Save] the profile