Add Patient Insurance Information

How to add patient insurance information in EZClaim

Click on Add Ins or Lookup button to enter Insureds information.

Primary Insurance

• If the patient is the same as the Insured, click the Copy Information from the Patient button or enter new information

• Using the drop-down arrow, select the Payer previously set up in the Payer Library

• Enter the Insureds ID #
• Enter Patient Rel to Insured
• Enter Accept Assignment
• Enter Claim Filing Indicator if submitting electronic claims

• All other fields are situational

Additional Payers

• Click on Add Ins to add additional Payers
• Follow the guidelines above