Managing Patient Accounts > Accessing the Clipboard

Adding an Insured Party

To add an Insured Party:

1. From the Insured Party Pick List, click Add. A blank Clipboard is displayed.

2. Enter as much information for this Insured Party on the Clipboard as you can. On the Insurance page, list the Primary insured information as self.

3. Click OK.

Related Topics

Entering the Patient's Insurance Information

Posting Insurance Payments

Promoting Someone to an Insured Party

Setting Up Insurance for Self

Setting Up Insurance for Other Than Self