Adding Patient Insurance in Add Appointment
In the Add Appointment window, you can add a new insurance plan or eligibility for the selected patient.
Insurance is required when adding appointments if you have Required selected from the Insurance drop-down list in Scheduler Preferences. For more information, see Setting Up Scheduler (Appointment Calendar) Preferences.
- Click the Vision Insurance or Medical Insurance drop-down list, and select one of the following options:
- Select Add Eligibility/Authorization to open the Add Eligibility/Authorization window and record new eligibility information.
For more information, go to
- Select Add Insurance to open the Add Insurance window and record the new insurance plan information.
For more information, go to Recording Patient Insurance Information.
- Select Check for VSP Insurance to determine whether the selected patient has VSP insurance.
The system will ask you if the patient is the subscriber/member of record for VSP. For more information, go to Recording Patient Insurance Information.
When the insurance is added, a confirmation message appears.
- Select Add Eligibility/Authorization to open the Add Eligibility/Authorization window and record new eligibility information.
- Click the Vision Insurance or Medical Insurance drop-down list again and select the insurance you just added.
- Make all other necessary entries in the Add Appointment window and click Save.
The insurance(s) you added are saved for the patient and are available for use elsewhere in the system.