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How to document the Financial Assistance Card information on the Patient’s Profile

In the Coverage Details section, enter the patient’s Financial Assistance Card along with their Public and Private Insurance.

Pencil icon NOTE: The patient must have an enrolment form started for this feature to be available. 

Steps to record the Financial Assistance Card details 

  1. Start by clicking the patients section. 
  2. Toggle to the Program Overview tab along the top.
  3. Choose the Program Overview tab along the top.
  4. Click the Card + button. 
    A screenshot showing where you must click in order to add the financial card details

  5. Fill out the fields. Any field marked with an asterisk is required to save the details.

    A screenshot showing what details to fill in when adding a financial assistance card
  6. Click Save to add the Financial Assistance Card details.
  7. Once the card has been saved, you will receive a notification on the top right saying  Success A new financial assistance card has been added.  

A screenshot showing what popup will appear when you successfully added the financial assistance card details in the patients profile

Pencil iconNOTE You may add multiple Financial Assistance Cards to a patient’s profile, if necessary. 

Pencil iconNOTE Once a Financial Assistance card has been added, you can view (eye icon), edit (pencil icon) or delete (trash can icon).  
A screenshot showing where you can view, edit or delete an existing financial assistance card that was added.