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

How to update or change contact information for a subrogation company on a case.

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

  • Scroll to the health insurance that you want to add subrogation information to.

  • Click the arrow at the end of the health insurance row and select Edit from the drop-down menu.

  • A pop-up window will appear.

  • Select the subrogation company and representative you are looking for.

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

  • Enter the subrogation company information.

  • Click Save.

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

  • Click Save.

  • The new subrogation information on the Health Insurance Tab.

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