Managing Patient Insurance

Updated on July 28, 2026 | 10:32 AM – CST

The insurance screen is where you add and manage a patient's plans, and it opens straight from their chart with any existing plans listed at the top.

This video walks through adding a plan, from the relationship to the subscriber and the payer, down to the member ID, group number, and workers' comp details when they apply.

You'll also learn how scanning the insurance card fills the fields for you, and how referral management at the bottom lets you add a referral and check eligibility alongside the plans.