Add Multiple Insurance Plans Against One Patient

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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. Go to Patient Records > Patient tab

  2. Insurance / Various sub-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

Multi-Insurances: Select Fund to Claim

Remove Insurance Plan from Patient File

 

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