There are several options to add an insurance company that is not listed.

Option #1 

• In the main menu, press the Patients button. 

• The following screen will be displayed:

• Select the patient, for whom you want to edit the medical plan information. 
• Press the Edit button, located at the top of the screen.

• Choose the Insurances tab, located on the right side of the screen.

• In the first box, check the name of the company, if not found, press the following button. 

• The Insurance Companies screen will be displayed:

• When you have finished creating the new insurer, press the Previous button to return to the Patient Details screen.
• Select the company you have just added and complete all the necessary information about the patient's insurance coverage.
• Press the Save button to save the information. 

• Click on the QuickLinks text, located at the top of the screen.
• Select the Patients option.

• The following screen will be displayed:

• Select the patient, for whom you want to edit the medical plan information. 
• Press the Edit button, located at the top of the screen.

• Choose the Insurances tab, located on the right side of the screen.

• In the first box, check the name of the company, if not found, press the following button. 

• The Insurance Companies screen will be displayed:

• When you have finished creating the new insurer, press the Previous button to return to the Patient Details screen.
• Select the company you have just added and complete all the necessary information about the patient's insurance coverage.
• Press the Save button to save the information. 

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• Learn More About: Patients / Insurances