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Editing insurance claim information 

You can record and edit insurance claim information in the Family File. You can also set the default claim information for all insurance claims created for a selected patient.

To edit insurance claim information

1.   With a patient selected in the Family File, double-click the patient's Insurance Information block.

The Insurance Information dialog box appears.

2.   Click Insurance Claim Information.

The Insurance Claim Information dialog box appears.

3.   Set the default claim information for all insurance claims created for the selected patient and his or her insurance carrier, and then click OK.

Any changes you make are saved and used when printing future insurance claims. For more information, see Changing claim information.