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All CollectionsCASE Health Insurance Tab
Add Subrogation Information
Add Subrogation Information
Updated over 6 months ago

How to add a contact for a subrogation company for a client's health insurance.

  • Navigate to the Health Insurance Tab in the open case.

  • Navigate to the health insurance that needs to add subrogation information to.

  • Click on the header of the Health Insurance.

  • A pop-up window will appear.

  • Enter the subrogation company information.

  • If the subrogation company is not listed in the drop-down menu, click Add.

  • Enter the subrogation company information.

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

  • Choose the subrogation company from the drop-down list.

  • Click Save.

  • The new subrogation information will appear on the Health Insurance Tab.

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