Managing Patient Accounts > Accessing the Clipboard > Adding an Insured Party

Promoting Someone to an Insured Party

If a person on the Insured Party Pick List is not indicated as being an Insured Party, but should be:

1. From the Insured Party Pick List, select the name and click Edit. This person’s Clipboard is displayed.

2. Go to the Insurance page and fill in their Primary insured information as self.

3. Click OK on the Clipboard to save the information. You are returned to the Insured Party Pick List, and are able to choose this person as someone else’s Insured Party.

Related Topics

Entering the Patient's Insurance Information

Adding an Insured Party

Posting Insurance Payments

Setting Up Insurance for Other Than Self

Setting Up Insurance for Self