Add Insurance

In the Family Module, the steps for entering a patient's Insurance Plan vary depending on whether or not the insurance plan already exists in the Insurance Plans and whether or not the patient is the subscriber. Always enter insurance plan information for the subscriber before entering the plan for non-subscribers. For insurance plan examples see Insurance Plan Types.

Note: Before creating a new plan, always make sure a matching plan doesn't already exist in the Insurance Plan List. A plan is considered matching when insurance plan information fields and benefit year match (see Fields that Trigger New Plan). If Create new plan if needed is selected and an insurance plan information field or benefit year changes, a brand new plan will be created. If Change plan for all subscribers is selected and an insurance plan information field or benefit year changes, the information will change for all subscribers.


To change insurance plan or benefit information, see Change Insurance Plan Information instead.

Create a New Insurance Plan

A new insurance plan is one that doesn't already exist in the Insurance Plan List. Always add the plan for the subscriber first.

Hints: Set default options for new insurance plans in Family Module Preferences.


  1. Select the subscriber.
  2. In the Family module, click Add Insurance.
  3. Click Yes.
  4. If the subscriber is already associated with a plan the Select Insurance Plan window will open. Click New Plan. Otherwise the Insurance Plan will open immediately.
  5. Enter patient information.
  6. Enter the subscriber information. Subscriber ID is required.
  7. Enter insurance plan information.
  8. Double click Benefit Information to enter benefit maximums, percentages, and frequencies, then click OK to save.
  9. Click OK to save all changes.
Note: When a new patient insurance plan is created, an entry is logged in the Audit Trail using the PatPlanCreate security permission.


Add the plan for other family members (non-subscribers)

  1. Select the family member.
  2. Click Add Insurance.
  3. When asked if the patient is the subscriber, click No.
  4. Double click the subscriber to select, or click More Patients to select any patient in the database.
  5. Double click the plan to select.
  6. On the Edit Insurance Plan window, verify patient information. At a minimum select the patient's Relationship to Subscriber.
  7. Click OK to save.
Note: If coverage percentages on a plan differ for individual patients (e.g. an incentive plan), consider adding Other Benefits with a patient override. These benefits will only apply to the individual patient. See Insurance Plan with Different Coverage Levels.


Add a Plan that Already Exists

If a plan already exists in the Insurance Plan List, it can be attached to a new subscriber and family members.

  1. Select the subscriber.
  2. In the Family Module, click Add Insurance.
  3. On the subscriber message, click Yes.
  4. If the subscriber is already associated with a plan, the Select Insurance Plan window will open. Click New Plan. Otherwise the Edit Insurance Plan window will open immediately.
  5. Enter the patient information.
  6. Enter the subscriber information. Subscriber ID is required.
  7. Click Pick From List to open the Insurance Plan List. Double click the plan to select it.
    Note: If the plan you select is not the right plan, click Pick From List again to try a different plan.
  8. Click OK to save all changes.
  9. Add the plan to other family members (non-subscribers).