Follow these steps to assign or update a patient’s primary insurance:
🔍 1. Search for the Patient
- Use the search bar in the top navigation bar.
- Type the patient’s name and select the correct result.
🏥 2. Choose the Correct Department
- Ensure you pick the correct patient record associated with the SutureHealth patient.
🧾 3. Open Patient QuickView
- Once in the patient profile, click QuickView to access detailed patient information.
➕ 4. Add Insurance
- Scroll to the Insurance section.
- Click ADD NEW.
📝 5. Assign the Primary Insurance
- Choose the correct insurance type (e.g., Self Pay or another applicable plan).
- Complete any additional required fields and save the changes.
🔁 6. Return to SutureHealth
- Navigate back to SutureHealth.
- In the Alerts section, locate the relevant alert and click Fix.
✅ The patient is now correctly linked with their primary insurance, and the alert should be resolved.
