Insured's Name

Populating the Insured's Name

1. Locate the policy

1. Locate the policy
  1. Open the patient account.
  2. Click on the Insurance tab.
  3. Edit the policy with whom the paper claim is being filed.
  4. Locate the Name fields under the Insured Information, indicated in the screenshot above. The name entered into this field will populate Block 4 on the CMS 1500 form.