Storing patient policy details

When creating a claim, you need to enter the insurance information of the patient. This includes:

• The insurer;
• The Policy/Group number;
• The Member ID / Certificate;
• The relationship to the policy holder.
  
  

Instead of manually adding this information every time you start a new claim, you can utilize the Patient policies feature outlined in this help article to save those details in a patient policy. You can then select the patient policy in the claim form when starting a new claim.