Add Insurance to a Person or Patient Profile

You can add insurance for a patient or person in the Add/Modify Person Information window or the Add/Modify Patient Information window. These windows enable you to:

• Add insurance to a person or patient
• Modify insurance Information
• Hide Insurance Information
• Add an Authorization to a Person or Patient
• Add an Eligibility Verification to a Person or Patient
• Add a new referral to a Person or Patient
• Request a provider referral inquiry
• Promote or demote insurance

To review detailed information about adding or modifying insurance information, go to the NextGen Healthcare Success Community and download the Patient Demographics User Guide for NextGen® Enterprise PM.