The Case Info tab is where you will need to enter all of the patient's insurance information, or in some instances, the information of the policy holder who is responsible for the patient. Before you can send insurance claims successfully, the Case Info will be to be filled out thoroughly and correctly.  

Before you begin filling in the patient's case information, it is recommended that you begin be selecting the patient's Case Type from the top of the case info section. Selecting an appropriate case type is important because it dictates what happens to the charges that you post. For further information regarding case type and its functions, click here. After selecting the patient's case type, complete the case information tab by moving consecutively through the internal insurance/coverage/claim data pages. Click on any of the links below to learn about each of these sections. Insurance Coverage Claim Data