Navigate to the Patient Profile page from the appointment info card
Under the patient’s details, click “View More” in the Review Detailed History section.
This will open the detailed history page where you can edit the patient's information, including Patient Info, Family History, Occupational Info, and Insurance Info.
To update an existing insurance policy, click “Edit.”
To add a new insurance policy, click “Add Insurance.”
Provide the necessary details for the insurance policy, such as policy number, insurer details, and coverage type.
Once all details are entered, click “Save” to apply the changes.
