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Select a provider or add a new one. Learn How to Add a Provider
Click on the “Patient’s name” button (or the “New Patient” button in case creating one) a new modal will be displayed.
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Adding a Patient’s Insurance Using the API Method:
a. Once all Patient’s information is completed, click on “Check if patient has insurance” button.
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The Insurance information will be displayed with the Active State
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If by using the API Method, the system does not find the Patient’s insurance, the following message will be displayed. |
b. Click on “OK” to continue.
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Adding a Patient’s Insurance Using the Manual Method:
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a. Click on the “Add insurance manually” button
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b. Fill in the modal and then click on “Save Insurance” button
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The result modal will display the Insurance Information with the Active state
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States in the insurance are the following: |
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