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Editing an insurance profile on a patient
Editing an insurance profile on a patient

How to edit an existing insured policy information

R
Written by Rachel
Updated over a week ago

Go to your patient's file and select the insurance tab

Updating current insurance information (same insurance provider)

If you need to change something about the current insurance, just select the gray pencil when you hover over the insurance information.

The edit screen will appear for you to make any changes, just be sure to select save on the bottom right.

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