Adding Insurance Information

What you'll learn: How to add and update insurance details in patient records.

When to Add Insurance

Add insurance information:

• During new patient registration
• When a patient updates their coverage
• When verifying before appointments

Finding Insurance Fields

Insurance information is typically in:

• The patient's profile
• The edit patient form
• A dedicated insurance section

Information to Collect

Primary Insurance

• Insurance company name
• Policy/Member ID number
• Group number
• Subscriber name (if different from patient)
• Subscriber date of birth
• Relationship to subscriber

Secondary Insurance (if applicable)

• Same fields as primary
• Used when patient has dual coverage

Steps to Add Insurance

1. Open the patient's profile
2. Click Edit or find the insurance section
3. Enter the insurance company name
4. Add the policy number
5. Include the group number
6. Note the subscriber information
7. Save the changes

Updating Insurance

When a patient's insurance changes:

1. Open their profile
2. Edit the insurance section
3. Update with new information
4. Save the changes

Tip: Note the date of the change for your records.

Verifying Insurance

Before appointments:

• Review the insurance on file
• Contact the insurer if needed
• Confirm coverage for planned services

Common Insurance Issues

Missing Information

• Ask patients to bring their card
• Call to verify if needed
• Update records when obtained

Expired Coverage

• Check effective dates
• Update when patients renew
• Note coverage gaps

Incorrect Details

• Verify against the physical card
• Correct typos promptly
• Confirm with the insurer if uncertain

Insurance and Appointment Booking

When the AI books appointments:

• It may note if insurance needs verification
• New patients may be reminded to bring cards
• Your team follows up as needed

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Next: Knowledge Base Overview | Previous: Insurance Overview