In the Family Module toolbar, click Add Insurance.
Always enter insurance plan information for the subscriber before separately assigning the plan to non-subscriber family members.
Double-click the subscriber to select, or click More Patients to select any patient in the database.
If there is already existing insurance, you will be given a chance to select it,.
It gives you the chance to pick an existing plan or to create a new plan.
Once in the Insurance Plan window, at the top middle, you can use the Pick From List button to select an existing plan from the Insurance Plans list. At a minimum, select the patient's Relationship to Subscriber.