How to Add New Insurance Tags

To Create a New insurance Tags,  navigate to Insurance > Configuration > Insurance  Tags, then click on New to add a new record.



After that, select the Insurance Company, choose the Patient Pays Tag, and enter the Name.

Add the CPT Code if applicable, and include any Modifiers if applicable.

Once all the necessary details are completed, click Save to store the record.


Note: When you click the New button, the new record will be added at the end of the list (as shown in the screenshot).

These records are editable directly from the List View, and you can modify any record from the list without opening the form view.


Your new Insurance tag has now been successfully created.

Still need help? Contact Us Contact Us