Now that you have added Insurance details to patient charts utilizing pVerify, the next step includes confirming payers are set up correctly at the Case level.
1. Select the Case.
2. Confirm the primary and secondary payers are set up correctly on the case, or set the case as Cash Pay.
If any changes need to be made, click Edit Case.
Here you can change the order of the payers or add a new payer, as well as switch the case from insurance to cash pay.
Watch how here: