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.