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

Follow these steps to deactivate an active 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, then click Save

To reactivate a policy, follow the same steps outlined above.