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How to add a patient's insurance details

Updated over a year ago

Step 1: Click 'Patient' in the sidebar to view your patient list.

Step 2: Choose your desired patient and click on their name. The patient's profile will appear which you will be able to edit.

Step 3: Click the 'Connections' then scroll to > 'Insurers'.

Click 'Add new' and fill in the details.

Step 4: Once you have submitted their details click 'Save.'

Watch a step-by-step video here.

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