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SOAPedia > Documentation > Training - Help > Implementation CD (Pending Content) > Setting up > 3) How do I put the Insurance information into a patient's chart?
3) How do I put the Insurance information into a patient's chart?
Table of contents
No headersImportant Note: If you have the interface SOAPwareXchange, the insurance information and general demographics will be automatically populated from your practice management system.
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Click on the Add New Policy icon.
- Select the Type of Insurance from the drop down menu (This menu has default selections, but can be modified. This is covered in the List Options section).
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Select the Company the Insurance is with from the drop down (If the company is not listed, click on the + sign to add).
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Fill in the appropriate information for the company anc then click OK (This list can also be modified under the Tools menu and then clicking on Insuance Companies. This is covered in the Insurance Companies sections).
- Select the Relation from the drop down menu.
- Demographics will auto populate from the General section.
- Fill in the Employer name, the Policy#, Policy Name, Group #, and the Grp Name.
- Indicate the Effective and Expiration dates.
- Make all applicable selections under Payment Options.
- add any other pertinent information in the Notes Section.
