How to add insurance coverage to a patient

you can add insurance coverage to a patient directly from their profile this ensures accurate eligibility checks, billing, and claim submission step 1 open the patient profile 1 go to clients 2 select the patient you want to update 3 open the coverage tab if the patient has no insurance yet, you’ll see a message indicating that no coverage records exist step 2 click “add coverage” click add coverage in the coverage section the add coverage modal will open step 3 upload the insurance card (optional but recommended) in the insurance card section upload a clear photo of the front of the insurance card upload a clear photo of the back of the insurance card uploading the card helps reduce data entry errors and speeds up verification step 4 enter insurance details fill in the following fields using the information from the insurance card payer select the insurance payer from the list member id enter the member or policy id group number (if applicable) plan name (if available) plan type select the appropriate plan type step 5 set coverage dates effective start enter the coverage start date effective end (optional) enter the end date if the coverage is temporary or scheduled to end if this insurance is the patient’s main coverage, keep primary coverage checked step 6 review subscriber information in the subscriber section select the patient’s relationship to the subscriber if the relationship is self , no additional subscriber details are required if the subscriber is someone else, complete the required subscriber information step 7 save the coverage review all entered information for accuracy click add coverage to save the coverage will now appear in the patient’s coverage tab and can be used for eligibility checks and billing