All Collections
Add or Edit Patient Insurance
Add or Edit Patient Insurance

How do I add a patient insurance policy? How do I edit a patient insurance policy?

Updated over a week ago

Elation EHR + Billing Practices

Please note that, for Elation EHR + Billing practices, insurance should be added in the EHR. Please Click Here for more information on adding insurance to patients!

Step 1 - Navigate

You can add and edit patient insurance policies from a patient page, a superbill, or when posting a payment. Wherever you see the insurance box shown below.

Step 2 - Add or Edit Insurance Policy

Click on the + New button in the insurance box or click on the yellow pencil to edit.

Required: Choose Insurance, Primary/ Secondary/ Tertiary, enter the Member ID, and then SAVE.

Note: if the patient has no insurance coverage, select the "Self Pay" Insurance

Optional: Select See More If you'd like to add Coverage Start/ End dates, update the Relationship between the Patient and the Insured, or add a Medicare Type Code/ Medicare Secondary Code

The Insurance updater. Choose Insurance, Priority, and Member ID are all emphasized, as they are required. See More is pointed out as well.

Choosing Insurance and Searching for Payers

When you click Choose Insurance, you'll see an insurance list. The default view is for your favorites, but you can always click "All Payers" to view all. "Add Payer" allows you to add a new payer to the list, by linking to an existing payer ID or using the payer ID "PAPER" to go out as paper claims.

Pro Tip: Adding or Removing favorites is as easy as clicking the ♡.

Pro Tip: Search by Payer Name, AKA, or Payer ID.

Button Reference:

Did this answer your question?