To simplify the organization of attachments, you may attach files directly to the billing section of a patient’s chart or a company’s billing page. You can add attachments to any billing note, and add scans of insurance cards.
To add insurance cards to a patient’s chart:
Go to Patient > Billing > scroll to the bottom. You’ll notice a section specifically for Insurance. Click the plus sign icon to add the insurance company’s name, then the patient’s policy and group numbers. Click “Attach files” to upload a scan of the patient’s card.