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
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- Click on the Billing menu, then select Patient Account.
- Search for and select the patient using the Chart Rack.
3. Open the Insurance Tab
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Click on the Insurance tab within the patient account.
4. Click New Insurance
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Click the New Insurance button to add a new policy.
5. Add Policy Information
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Complete each section as it appears on the patient's insurance ID card.
For additional details, please see Insurance Demographics Tab.