Adding Insurance Plan Notes (1:12)

From one of your insurance companies, you received an EOB with important information about their plan’s change in coverage for a procedure that you routinely perform. Because this procedure often displays in your treatment plan presentations, you should note this change and share it with your patients—as this information may encourage them to accept these treatment plans.

Watch this video to learn how to add notes to an insurance plan. (Duration: 1:12)

Additional Information

  • Insurance plan notes are accessible from all patient records that are attached to the same insurance plan.
  • You can also access insurance notes from a patient’s Insurance Information page.
  • To learn more, read Adding and editing insurance plan notes.