Insurance Companies

It's helpful to have commonly used insurance companies saved in order to make billing patients easier and quicker. To view your insurance companies list, click Lists > Insurance Companies.

To add a company to your list click Import then type in the name of the insurance in the search bar and click on the correct insurance company.

The insurance company will automatically be added to your insurance companies list. Find the recently added insurance company in the list and click on it. Update or add any information if necessary then click Save. If you do not find the insurance company you wish to add in the list of companies when importing, click Add New then manually fill in the information about the insurance company then click Save.