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How to Add Self-Pay Patients

Use the following steps to create a patient who plans on paying for themselves by setting their primary insurance to "Self Pay."

To Add a Patient with Self-Pay Insurance:

  1. Click Add Patient, located under the Patient Manager.
  2. Fill out the required patient information as outlined here
  3. In the Insurance tab, select Add Insurance.
  4. In the New Insurance window, search for Self Pay and use the radio button to select it. Click Next.
  5. Enter in any policy information that may be applicable. Use the Next button to enter in Guarantor Information if the patient is not the guarantor. Click OK to save.
  6. Continue adding patient information, and click Save Patient when complete.
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