You can modify, add or delete data from a patient profile.
Updating payor details
You can modify, add or delete payor details from a patient profile.
To edit payor details:
- From the Patients menu, select All patients.
- Select the patient name from the list.
- Click the Patient details link.
- From the Patient details tab, click Edit under Payor details.
- Enter all necessary information—payor and member ID.
- (Optional) If you want to update the patient’s insurance status, select Verify insurance and then click Yes, verify insurance.
Note: If you activate this feature, additional service fees will apply. Insurance verification can take up to 24 hours. Once the status is known, it is displayed under Last known status.