Change Insurance Policy Subscriber to Spouse/Alternate Contact

Sometimes a Patient's insurance will be in the name of their spouse, another family member, or a legal guardian.

1

Enter Contact's profile page, click Edit button.

2

Create spouse as Alternate contact.

3

Insurance needs legal name, date of birth, and gender of spouse at bare minimum. Fill out information, click Save and close.

4

Create new Insurance policy in Documents tab.

5

Search spouse's name in Contact field, select correct name.

6

Select spouse as policy Subscriber.

* Note "Priority" section doesn't have to do with relationship between spouses. This applies to those with multiple insurance plans. It designates the current insurance policy being created as the primary, secondary, or tertiary insurance plan for billing purposes (if you're unsure, leave as "Unknown").