To find an insurance plan
- Click Settings > Insurance > Find Insurance Plan.
- In the Look For search bar, enter all or part of the name of an insurance plan. You can choose to search by:
- E-Claims: An electronic claim status
- Search In: A specific field criteria
- Scope: An insurance plan available to one or all practices
- Click Find Now.
- Once you find the insurance plan, double-click to open it.