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.
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Go to Patient Records > Patient tab
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Insurance / Various sub-tab > Click List
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Click Add
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Select the Insurance Plan from Code column
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Enter the Member ID found on patient card
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Enter the Series found on the patient card
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Enter a Date Start and Date End if applicable for this insurance plan
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Repeat steps to add more insurance plans
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Multi-Insurances: Select Fund to Claim
Remove Insurance Plan from Patient File
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