Update a client's health insurance information on a case.
- Go to the Health Insurance Tab in the open case.
- Click Add Insurance on the top left of the page.
- A pop-up window will appear, select the insurance company and input the other information.
- If the insurance company is not listed on the drop-down menu, click Add.
- Enter the new insurance company information.
- Click Save at the bottom right of the pop-up window.
- Choose the newly added insurance company from the drop-down list.
- Click Save at the bottom right of the pop-up window.
- The new health insurance will be displayed on the tab.
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