To enter a new policy click [New] under Patient' Policies. Once [New] is clicked you have three options for entering the new plan information.
First, enter the information in manually if all of the information is known. Type in the first letter of the plan name and the system will populate a list of possible plans. If the policy is listed click it to auto fill the remaining information. In addition to this, if you have the plan number, enter it into the plan number box and the system will auto fill the remaining information.
Second, if the plan is not listed and cannot be filled using the plan number click [New Plan] in the insurance details section of the page. Enter the plan number and the system will auto fill the other information for you.
For the third option click [New Plan], this option allows the user to create a new plan. A new screen will open where you can enter the new plan's information.
Enter information for the new plan and click [Create Plan] to close the screen and return to the insurance details screen.
