3 Ways to use the Insurance Fields

Insurance fields have now been added to the patient sign up and the patient profile section. Let's go through the 3 main ways you can use this insurance information.

1. Face Sheet

First, insurance information is now an option to include on a Patient Face Sheet.

2. Templates

Add patient insurance info to your templates. This is easy to do with the patient insurance template smart button. This is great when sending a referral.

3. Labs

And most importantly, labs! Built by popular demand, insurance info flows all the way through to labs. You can see the information when clicking on the Patient's name. See video above for a full run through.

Click "Primary Insurance" tab to see details.

You'll see the info in the Bill To section as well.

Let us know what you think!