Managing Patient Accounts > Accessing the Clipboard

Entering the Patient’s Insurance Information

To enter or edit this information, click Insurance on the right of the clipboard. The entry fields are displayed.

Click the View buttons to view the following insurance details about the patient’s insurance:

• Insurance maximum

• Year to date benefits used

• Deductible information

• Insured Party and Employer/Plan information

Related Topics

Setting Up Insurance for Self

Setting Up Insurance for Options Other Than Self

Promoting Someone to an Insured Party

Adding an Insured Party