Update Patient Insurance Policies and Check Eligibility

Your office keeps track of insurance policy information for every patient that walks through your door. Use the Policies component in PCC EHR to quickly review and update a patient's policy information.

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  • Add Insurance Card Images to Insurance Policies

    Add scanned insurance card images to a patient’s insurance in the Policies component. When editing a patient’s Demographics, select an insurance in the Policies component and click “Edit.” In the Edit Policy window, click “Add Attachment”  to open the attachment tool. Find your insurance card in Recent Documents or, if you use one, your insurance […]