In the sections below, use the blue arrows to move from slide to slide. To start the walk-through, simply scroll down or click one of the sections below:

1. If needed, add patient insurance policy:

1a. In the patient's account, on the Edit - F3 Tab, click the "Click to Manage Polices" button:

*If the patient already has an active insurance policy, you may not need to do this step.

manage policies1

1. If needed, add patient insurance policy:

1b. Enter the insurance policy information in the top row of the Manage Insurance Policies grid (TAB key can be used to move from field to field):
manage policies2

1. If needed, add patient insurance policy:

1c. Press Enter to save the policy, doing so drops it down into the grid below the top grid row. (You can now exit the Manage Policies dialog):
manage policies3

2. Add a charge/service:

2a. On the Charge - F6 tab, select an insurance policy from the dropdown:

*If the patient does not have an active insurance policy, this dropdown will be empty.

charge4

2. Add a charge/service:

2b. Select the required ICD9/10 code(s) from the Diagnosis Codes dropdown boxe(s):