Editing Existing Insurance Company

Need to make existing insurance company changes? These quick steps guide that process.

  • Click Practice Settings (left menu)
  • Click Billing & Insurance (top tab)
  • Navigate to the Insurance Features section
  • Click the button
  • Click the blue name of the insurance company, or the far right button, shown below:

  • Make your necessary changes
  • Click when finished

info Note: Editing a setting for a specific provider? Scroll to the bottom and click the button to the right of the providers name shown below: