How to Update Insurance Information?

Login > Patient > Insurance

User has the option to update the information of any active or an inactive insurance plan. To do this, tap on insurance plan name from the list.

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Select Insurance

Doing so, user is navigated to the Insurance details screen. Here, user has the option to edit the selected insurance plan.

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Insurance Detail

User can change the Priority, Subscriber Policy Number, Group Number, Group Name and Copay.

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Edit Insurance Details

User can change the Insured Party from Self to Other or vice versa. Moreover, the ‘Relationship’, ‘First Name’ and ‘Last Name’ text fields are displayed. Enter the details for the ‘Other Insured Party’.

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Insurance Details

User can also edit or change the insurance card picture. Turning the Toggle button on/off user can set the Referral Required or Set the Insurance as Default.

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Insurance Details