Patient Relation to Insured

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.

2. Insured's Address

2. Insured's Address
  1. Click the dropdown to select the appropriate patient relationship to the insured. The selection entered in this field will populate Block 6 on the CMS 1500 form.