Recognize Patients with Insurance
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.