This is where the basic patient and insurance information is entered and organized. You can see all the useful information including percentages on one screen.
At the top is the patient picture. The picture that will be shown will be the most recent picture in the category of the Images module that is marked as a patient picture. To edit the Image categories, go to the Main Menu and select Setup | Definitions. Go to the Image Categories at the left. One of your categories should be marked with a P. When you add images to that category in the Images module, then they will show as the patient picture.
In the toolbar at the top, you can Select a Patient, access the patient Recall, make changes to the Family Members List, or add an Insurance Plan.
The patient information section is located to the left. To edit the Patient Information, double click on that area.
The Insurance Plans table displays all insurance currently attached to the patient as active coverage. You can have unlimited plans attached. For instance, you could have primary, secondary, tertiary, primary medical, secondary medical, etc. To add a plan, click on the Add Insurance button in the main toolbar. To edit an existing plan double click on the column representing that plan.
Also, notice the table of Insurance Plans for Family list at the bottom. When a patient changes insurance, you never delete the old insurance. The list of insurance plans for a family can be as long as you want. If a patient changes insurance, the larger insurance plan list for the patient is changed to reflect the current coverage.