Insured's Date of Birth and Gender

Populating the Insured's information

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 Date of Birth

2. Insured's Date of Birth
  1. Locate the Birthday field and Gender options under the Insured Information, indicated in the screenshot above. The date and gender entered into the above areas will populate Block 11a on the CMS 1500 form.