Benefit:
While reviewing charges and billing, sometimes we need to make updates to the patient’s insurance or demographics. You can do this right from the superbill without missing a beat!
STEP 1![](https://clients.gmed.com/wp-content/uploads/2019/01/patient-name-hyperlink.png)
![](https://clients.gmed.com/wp-content/uploads/2019/01/patient-name-hyperlink.png)
From the superbill or encounter, click on the patient’s name, displayed as a hyperlink.
STEP 2![](https://clients.gmed.com/wp-content/uploads/2019/01/update-demographics.png)
![](https://clients.gmed.com/wp-content/uploads/2019/01/update-demographics.png)
View or update the patient’s demographics, or click the Insurance tab to update insurance information.
![](https://clients.gmed.com/wp-content/uploads/2019/01/update-insurance.png)
STEP 3![](https://clients.gmed.com/wp-content/uploads/2019/01/save-demographics.png)
![](https://clients.gmed.com/wp-content/uploads/2019/01/save-demographics.png)
Click Save to save all changes and return to the superbill or encounter.