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Adding New Insurance to a Case

Emma Hollifield
Updated

If a patient changes insurance during an active case, you can change this by following the steps below:

  1. Add new insurance to chart
    • Patient chart > Add new insurance
       
  2. Replace the existing insurance on the case
    • Patient Chart > View Case > Edit Case
    • Choose the new payer from the Primary Insurance drop-down menu
    • Save
       
  3. Sync the new insurance to any applicable notes
    • View Case
    • Click the sync icon to the right of "Insurance Coverages"
       
  4. Sync the new insurance to any applicable existing claims
    • View Case
    • Click into the new payer
    • Select Sync in the top right corner
    • More information on steps 3 and 4 is available here: Sync-Insurance
       
  5. Archive the original insurance
    • Patient Chart
    • Click into the old payer
    • Select Archive in the top right corner

If any claims are pending payer, I recommend reaching out to the payer to see how they would like to go about voiding these claims.

When a new payer is added at the case level, it will be applied to notes and claims moving forward.