Access Legacy Insurance Information

Legacy Insurance information is no longer accessible through the tab in the sidebar on the patient/client profile page. To access Legacy Information, you will need to click on Edit Profile.

  1. Click on the Person's Name
  2. Click on the Three Dots (top right of the page)
  3. Click Legacy Insurance
mceclip0.png

Add an Explanation of Benefits (EOB) to a Claim

Add Policy to Patient/Client Profile

Deleting an EOB (Explanation of Benefits)

Disable, Edit or Delete Insurance Codes

Legacy Insurance information is no longer accessible through the tab in the sidebar on the patient/client profile page. To access Legacy Information, you will need to click on Edit Profile.

  1. Click on the Person's Name
  2. Click on the Three Dots (top right of the page)
  3. Click Legacy Insurance
mceclip0.png

Legacy Insurance information is no longer accessible through the tab in the sidebar on the patient/client profile page. To access Legacy Information, you will need to click on Edit Profile.

  1. Click on the Person's Name
  2. Click on the Three Dots (top right of the page)
  3. Click Legacy Insurance
mceclip0.png

Add an Explanation of Benefits (EOB) to a Claim

Add Policy to Patient/Client Profile

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