Add an Employer as the Policy Holder

Add an Employer as the Policy Holder

An Employer can be added as the Policy Holder in Insurance Management and when registering a Patient.

Add in Insurance Management

  1. In the Insured Relationship panel, select Employee/Attorney for Patient Relationship to Policy Holder.
  2. In the Policy Holder panel, select the Employer/Attorney.

Add When Registering a Patient

  1. For Policy Holder, select Other.
  2. For Patient Relationship to Policy Holder, select Employee/Attorney.
  3. Select the Employer.

Learn More

Registering a Patient

Primary Insurance Information

Policy Holder Information

Insurance Policies

Add/Modify Insurance Profiles on an Existing Patient


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