Add Policy to Patient/Client Profile

You must add an Insurance Policy to a Patient's profile if you want to add a claim applied to a policy. Claims are added from Invoices. Before you can add a policy, you must add Insurers first. Here's how

Adding Insurers

1. Click on the person's Name.
2. Click on Insurance in the sidebar.
3. Click on Add Policy (top right).
4. Fill out the form, and click Save.

Deactivating an Insurance Policy

1. Click on the person's name.
2. Navigate to the Insurance section in the sidebar.
3. Click on the three-dot menu (located to the right) of the active policy you want to deactivate.
4. Select Edit Policy from the menu.
5. Toggle the Active button off.
6. Click Save.