How to Add a Patient's Insurance Details

Do your billing department a favor by collecting the patients insurance information and inputting it into their PCR.

Step-by-Step

1. First, you will need to either select the Create a New PCR button on the home screen or edit an existing PCR. This will bring you to the PCR homepage, if you look at the left side navigation panel you will see the Billing tab.

2. At the lower right side of the billing form, you will see the field for Insurances. Click New.

3. Add all of the patient's insurance details then click Save.