Here's how to add benefits to insurance policies: 

1) From the patient's record, select the Insurance tab. Click the + icon to add a new policy or choose an existing policy to add benefits.

2) After selecting your policy, ensure your details at the top are entered correctly (payor name, member ID, etc). 

Scroll down to the Insurance Benefits section.

3) Enter relevant benefit details (policy end date, policy maximum, annual deductible, and remaining deductible). 

• Note: the Remaining deductible does not auto-subtract as the deductible is used. It is advised to verify the correct remaining deductible amount each visit. 

4) Check or uncheck the following boxes (accept assignment, signature on file, and release of patient information). These boxes will default to either be checked or unchecked depending on your claim controls settings. 

5) Input Property & Casualty Insurance and Adjustor Information as needed for internal documentation. 

6) To enter discipline-specific benefits like co-pay or co-insurance, click the Add Benefit and select the discipline. 

7) Open up the benefit drop down and enter any pertinent information. 

8) Remember to hit Save!