Attach an Insurance Card

1. Open the Manage Attachments window.
   • Click on the main toolbar.

     

   • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

     

   • On the Case Information tab in the Client Editor or on the Payer tab in the Claim Editor, click .

     

2. In the Document Type pane, select Insurance Card. If you opened the window from the Client Editor, then this step was done for you.
3. In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
4. In the Case list, click the case to which you want to add an attachment.If you opened the window from the Client Editor, then this step was done for you.
5. In the Payer Mix Information section, click the payer that issued the card. If you opened the window from the Client Editor, then this step was done for you.
6. Click and then type a description for the document.
7. Click , then browse to the file. You can attach an image file or a PDF smaller than 1MB.