Add Insurance

In the Family Module toolbar, click Add Insurance.


Select Yes if the patient is the subscriber. Always enter insurance plan information for the subscriber before separately assigning the plan to non-subscriber family members.

A blank Insurance Plan will open if this patient has never been the subscriber on any insurance plan.

If this patient has been the subscriber on any insurance plan, the Select Insurance Plan window (see below) will be displayed.


Select No if the patient is not the subscriber for the insurance plan. The Select Subscriber window will show next.

Note: Many insurance carriers have switched to each patient being their own subscriber. In that case, do not enter any non-subscriber family members.

Double-click the subscriber to select, or click More Patients to select any patient in the database.

Once a subscriber is selected, the Select Insurance (see below) window will open. If an insurance plan has not been previously entered for the subscriber, a blank Insurance Plan will open instead.

Select Insurance Plan

All insurance plans for the selected subscriber will be displayed. Those marked not in use have since been dropped.

New Plan: Click to open a blank insurance plan. Create a brand new plan or use Pick from List to choose from all existing insurance plans in the database.

OK: After selecting an insurance plan from the list, click to add to the patient.

Cancel: Click to close the window without adding insurance.

Note: Security permission PatPlanCreate is used to log an entry when a new patient insurance plan is created.

Edit Insurance Plan

Once in the Insurance Plan window, at the top middle, use the Pick From List button to select an existing plan from the Insurance Plans list. At a minimum, select the patient's Relationship to Subscriber. If the patient is the subscriber, at minimum, the subscriber ID is needed.