1) On the Users table header, you will see a column for "Insurance Plan". Click the "Create" link located under this column across from that patient's name.

2) Select a Payer from the drop-down

3) Enter Subscriber's First Name, Last Name, DOB, Member ID and/or Group ID, and Subscriber's Address

4) Check the field asking you to agree to use this information for potential claim submissions

5) Click "Save"