Attach an Insurance Card

  1. Open the Manage Attachments window.
    • Click Paperclip icon 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 Add Card button.

      Click Add Card

  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 Add button and then type a description for the document.
  7. Click Attach, then browse to the file. You can attach an image file or a PDF smaller than 1MB.

    Attach Insurance Card

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