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Classic: Assign Enrollment to Patient Contact
Classic: Assign Enrollment to Patient Contact

This article was created from a Google Doc.

Updated over 4 months ago

Go to a patient contact record

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Edit the Primary/Secondary Insurance Enrollment fields in the Insurance section by clicking the edit button on the contact record or double clicking the field.

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Click the Lookup icon

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Search for the Enrollment

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Select the Enrollment

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Click Save
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