Create third parties
Add insurers, companies and pharmacies, and link them to patients.
Table of Contents
Create one
Go to Setup, open Third Parties and click Create Third Party.
Choose a type: Company, Insurance or Pharmacy.
Add the name, Provider No. if it has one, contact details and address.
Click Create.
Link to a patient
On the patient card, open the relationships menu by the patient’s avatar and choose the type. Search for the third party and add it.
You can then send prescriptions to their pharmacy, or bill their insurer or employer.
Up next
Next, read Create a price list.