🏥Insurance Panel

Insurance Panel Settings

1. Go to the navigation bar, click on 'Settings', click on 'General Settings', scroll all the way down, and tick 'Allow Insurance Panel'. Remember to click 'Save'.

2. Click on ‘Insurance Panel’ under Billable Item, and click on "Add Insurance Panel" on the top right.

3. Key in the insurance panel name and click on ‘Create Insurance Panel’.

4. Click on ‘Update Panel Pricing’. You can now update all the panel pricing for all the products here.

5. Alternatively, you can also create panel insurance prices for each and every product as you’re creating products.

6. Go to ‘Products’, fill in all the necessary information, and click on "Add Panel Pricing".

Invoice with Insurance Panel

1. Click on “Add New Invoice”, key in the patient’s name, choose “Insurance Panel”, then choose invoice items. [Note: All the prices displayed for the invoice items will be according to the respective insurance panel price list.]

2. Lastly, click "Create Invoice" and add payment.