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While logged in and with a Provider selected, click on “New Patient” button.
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When the “New Patient” modal is opened, fill in the Patient’s information required.
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If the entered Patient already exists in our system with an insurance, a new modal will be displayed with the following message:
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Click “OK” and then the insurance will be displayed and automatically added to the Insurance Information section.
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If for any reason the insurance has not been added, the user can add it manually. To follow the steps, please click on How to Add an Insurance
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