Adding a Patient’s Insurance

Overview

How to add a patient's insurance

Detailed Instructions

1. Click the Insurance tab on the patient’s page.
2. Select insurance company for the patient from the Pick Carrier or Pick Profile drop down box.
3. Then, select the proper Subscriber by clicking the drop down arrow.
4. Complete subscriber’s information if any information is missing, for example "Employer" or “Group Number”
5. Add any additional notes.

Article ID: 58
Created: August 29, 2014
Last Updated: November 25, 2025
Author: TDO KB [web_admin@tdo4endo.com]

Online URL: https://kb.tdo4endo.com/article.php?id=58