Clipboard - Primary Responsible Information

If the patient has an account Primary, the Primary Information page will display for the patient to add or edit Primary Information, such as Primary Basic Information, Primary Demographics, and Primary Insurance. The patient can tap any field to access the keyboard and make changes.


Clipboard - Insurance Verification
When the patient taps the Insurance Verification field on the Primary or Secondary Information page, the patient will be asked to confirm whether the insurance information is correct. If the patient responds by selecting the No, something is old, incorrect, or I'm not sure item, the patient will be asked to present his or her insurance card upon completion of the forms.