Adding Patient Insurance Information
Attach an active, configured Insurance Coverage Plan to the patient's profile before billing begins. The plan—not the patient record—defines benefits, exclusions, deductibles, caps and required evidence.
📋 Information to capture
Select the Insurance Coverage Plan, then record the policy number, policy type and status. The linked provider and plan details are filled from the selected plan.
Enter the policy coverage dates. For a subscription package, also confirm membership dates and payment or waived status.
Capture the policy-holder name, date of birth, relationship to the patient and contact number when needed.
Enter authorisation details and upload insurance cards, referral forms, claim forms or other documents required by the selected plan.
💳 How it affects billing
When the policy is active and selected for the visit, the software evaluates the plan's service-specific rules, exclusions, deductible, caps, usage limits and requirements. It then calculates the estimated insurer amount and patient responsibility for each bill item. Mark the correct policy as the default if the patient has multiple policies.
✅ Before saving
- Confirm that the policy and plan are Active.
- Confirm that policy, plan and membership dates cover the expected treatment date.
- For paid packages, confirm the subscription bill is paid or the membership is formally waived.
- Attach required evidence before final approval.
Read the complete Insurance Coverage Plans guide for rules, limits, requirements, subscriptions and worked examples.