While in the patient’s chart, select the Profile tab and scroll down to Insurance.
Under Payment Preference select 'Self Pay'. Fill in all applicable Guarantor fields as well so the appropriate person will be contacted for all billing concerns.
Click Save in the top right-hand corner of the patient's Profile.
To add self-pay insurance information:
- Click Add from within the Insurance section of Patient Profile.
- Search for and select Self Pay
- Select Other - Self Pay for plan
- Set as Primary
- Enter self for Insurance ID
- Enter self for Group ID
- Enter 0.00 for copay amount
- Click Save