Edit Health Insurance

Update or change the contact information and specific details of a client's health insurance on a case.

• Go to the Health Insurance Tab in the open case.
• Find the health insurance information you want to edit.
• Click the Name of the Insurance Company.

• A pop-up window will appear. Make the desired changes.
• Click Save at the bottom right of the pop-up window.

• Your changes will appear under the edited health insurance section on the tab.