Patient insurance
The Insurance widget on the patient card shows a summary of the policies on file (provider, type, member/group number, status). For the full view — with card images and the ability to add a new policy — click View Insurance → on the widget.
What's on the page
At the top you see the patient's header (name, DOB, phone, address) so you know which record you're editing.
Below that:
- Insurance Companies — the list of every insurance policy on file for this patient. From here you can create a new insurance record for them (the same form you'd use from the appointment window — see Add insurance during booking).
- Insurance Card — Front — upload a photo of the front of the physical card.
- Insurance Card — Back — upload a photo of the back of the physical card.
Insurance card images
The Front/Back panels each have an upload area. Upload a photo (from computer or phone) and it appears in the panel. Card images are useful for:
- Verifying member/group numbers when filing claims.
- Sending to insurance during appeals.
- Reference at the front desk if the patient forgot the physical card.
Add a new insurance
From the Insurance Companies section, use Add Insurance (or the equivalent button on that section) to open the same Insurance Information + Holder Information form used in the appointment flow. See Add insurance during booking for what every field means.
Once saved, the new policy shows in the list and is available when creating appointments, invoices, or claims.