Primary and Secondary Insurance

The Primary or Secondary Insurance sections displays the active primary insurance carrier and the first of any effective subsequent insurance carriers.

You can scan and save insurance cards using the Acquire Front Img and Acquire Back Img functions in the Action Column. You are not required to save a policy prior to scanning and saving images. For instructions on scanning, see Image Scanning.

If your practice has a current CGM webSCAN subscription, click CGM webSCAN in the Action Column to scan the patient's insurance card. For the benefits of using CGM webSCAN and instructions on scanning, see Scanning with CGM webSCAN.   
You can click on any image saved on the account to view it in various sizes. A new Image Viewer window appears containing the image. You can select percentages in the Zoom list to zoom in and out as needed. You can also click Print to print a copy of the image at the currently selected percentage. See the Insurance section below to see a sample of the image window.

For information about editing the insurance policy data fields, see the Data Field Information in the Insurance section below.
Action Column Functions