HelpBrowse Help CategoriesHow do I... The BasicsScan in the Patients Insurance Card

Scan in the Patients Insurance Card

Q: How do I scan in the patients insurance card?

1.  Open the Patient Chart

To open the chart, go to the Chart menu, then select Chart Rack.  Search for the patient and click the Open Chart button.

2.  Open the Demographics Tab

2.  Open the Demographics Tab

Click the Demographics tab at the top of the chart.

*Note: If the demographics tab is not at the top of the chart, open it through the Chart Navigator.

3. Open the Insurance Section

3. Open the Insurance Section

To open the insurance section:

  1. Click on the splitter bar at the bottom of the Demographics chart section to open it.
  2. Select Insurance

4. Scan

4. Scan

Click the Scan button located on the common toolbar.

Highlight the desired scanner, then click the Select button.

The insurance card will be scanned in.  A new tab for will be created for the image of the card.