Adding insurance to new patients

When you create a new patient, you can either assign an existing insurance plan to the patient, or you can add a new insurance plan.

To add insurance to a new patient

1.   To create a new patient, in the Patient Banner, click the Create New Patient icon, and then click New Family.

The Add New Patient dialog box appears.

2.   Do the following:

·        Click the Primary provider text box, and then select the provider from the list, or assign a provider using Advanced Search.

·        Type the patient's first and last names.

3.   To ensure that you don't duplicate an existing insurance plan, type the insurance company's name in the Find Insurance field.

·        Click the Advanced Search icon to open the Select Insurance dialog box, and then select the appropriate insurance company from the list.

4.   To select a primary insurance plan for the new patient, click the Advanced Search icon.

The Select Insurance dialog box appears.

5.   Select the appropriate plan, and then click Select.

6.   (Optional) To filter the insurance list by column data, click the Filter data icon.

7.   (Optional) To change the types of columns that appear in the Select Insurance dialog box, click the Columns button.

8.   Click one of the following:

·        Save & Create Appointment – The insurance information is saved, and you can then create the appointment.

·        Save – The insurance information is saved.