Add Policy to Patient/Client Profile

You will need to add an Insurance Policy to a patient's/client'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 will have to add Insurers first.

  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

Add an Explanation of Benefits (EOB) to a Claim

Access Legacy Insurance Information

Deleting an EOB (Explanation of Benefits)

Disable, Edit or Delete Insurance Codes

You will need to add an Insurance Policy to a patient's/client'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 will have to add Insurers first.

  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

You will need to add an Insurance Policy to a patient's/client'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 will have to add Insurers first.

  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

Add an Explanation of Benefits (EOB) to a Claim

Access Legacy Insurance Information

Deleting an EOB (Explanation of Benefits)

Disable, Edit or Delete Insurance Codes

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming