How to Set Up Insurance Plans

Step-by-Step Setup

1. Navigate to Insurance

• Go to Insurance > Health Insurance

2. Add Insurance Plans

• Click Add New

• Fill in required information (company name, address, payer ID, etc.)

• Click the Save icon on the left-hand side

• Repeat for each insurance company you accept

3. Edit Plans (Optional)

• Edit existing payers directly from the insurance table

• Always click Save after changes

Using with Customers

Key Points

• Insurance plans become available system-wide once added

• You can edit insurance information anytime

• Complete all required fields to avoid processing issues