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