Update a client's health insurance information on a case.

Go to the Health Insurance Tab in the open case.

Click Add Insurance on the top left of the page.

A pop-up window will appear, select the insurance company and input the other information.

If the insurance company is not listed on the drop-down menu, click Add.

Enter the new insurance company information.

Click Save at the bottom right of the pop-up window.

Choose the newly added insurance company from the drop-down list.

Click Save at the bottom right of the pop-up window.

The new health insurance will be displayed on the tab.