- See all the patient’s insurance/corporate companies on their summary page.
- To know how to add a payor to a patient, you can refer patient help section –https://help.easyclinic.io/docs/how-to-add-a-payor-to-a-patient/
- Go to the current visit of the patient and click on “invoice”.
- You have the flexibility to manually switch to a different insurance company or select self invoice option by clicking on “Add payor” button on the top right corner of the invoice.
- Incase your selected insurance company has some rules or exclusions where a particular product or service is not allowed then our system will prompt you to move that invoice line to a different available insurance company or self invoice.
- Select a different option.
- Excluded product/service gets added to the selected payor invoice. Once the invoice is issued, it is locked and “Add payor” options becomes available to add another invoice.
- You can select any available payor options once again.
