To edit an insurance plan:
In a patient’s record, click Edit Patient Record.
In the Jump To section, click Insurance Information, or use the scroll bar to find the Insurance Information section.
To the right of the Type field, click Edit. The Update Insurance Plan window is displayed.
Make the required changes.
If you need to see the Allowance Table, click View Allowance Table.
Click Update.
Setting Coverage Details and Benefits by Category on an Insurance Plan
Importing Coverage Details to an Insurance Plan
Setting Up Insurance Claim Processing
Canceling and Resubmitting Insurance Claims
Submitting Secondary and Other Claims
Using ICD-10 Medical Diagnosis Codes and Submitting Medical Claims
Using CPT Codes for Medical Billing
Viewing Insurance Claims Statistics