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Add Insurance Information in the Patient Account

Q: How do I add the patients insurance information into the patient account?

1. Open the Scheduler Workspace

Go to the SOAPware menu, then click Schedule.

2. Open the Patient Account

2. Open the Patient Account
  1. Click on the Billing menu, then select Patient Account.
  2. Search for and select the patient using the Chart Rack.

3. Open the Insurance Tab

3. Open the Insurance Tab

Click on the Insurance tab within the patient account.

4. Click New Insurance

4. Click New Insurance

Click the New Insurance button to add a new policy.

5. Add Policy Information

5. Add Policy Information

Complete each section as it appears on the patient's insurance ID card.  

For additional details, please see Insurance Demographics Tab.