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NeoEHR user guide
Pages
Accountant/Cashier
Link to page
Recognize Patients with Insurance
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Each patient listed will have their name displayed in a rectangular card format.
Patients with insurance have a colored strip (e.g., orange) on the left edge of their name card.
Click the arrow icon (˄) to view more details below the card.
See the Insurance Provider, Coverage, ID, Expiry Date, and Status (e.g., Active, Paused, Expired).
Click the Insurance Status badge to change it if your role permits.
Tip: The presence of an orange colored sidebar is a quick way to recognize patients with active insurance coverage without needing to open each profile.

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Visit the NeoEHR webpage
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Visit the NeoEHR webpage
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.