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