Learn how to update insurance information for a patient in Practice EHR.


Under the insurance tab you can quickly access and update patient insurance information.

  • Click on the “New Plan” button to add a new insurance plan.
  • Select the “Active” checkbox to notate an active plan or uncheck the box to mark as a deactivated plan. Activated plans will be in blue and deactivated will be in yellow.
  • Scroll to the bottom and click the “Get Eligibility” button to check the patient’s eligibility in real time.