Managing Insurance Plans in a Patient’s Profile

You can store and manage insurance plan details directly within a patient's chart in SigmaMD. This helps your clinic maintain accurate billing records and support efficient reimbursement workflows.

Adding a New Insurance Plan

1. Go to the Patient's Payments Tab

  • From the patient chart, select the Payments section.

2. Open Health Insurance

  • In the Health Insurance section, click the plus (+) icon to add a new plan.
  • If no plan has been added yet, you’ll see the message: "No health insurance in patient’s profile."

3. Fill in the Required Fields

  • Plan Name
  • Policy Number

  • Group Number

    Tip: If the patient is using Medicare, enter “Medicare A/B” here if a group number is not available.

  • Primary Insurance Plan (checked by default)
  • Insured: Choose whether the insured is the patient or someone else
  • Claims Address: Street, City, State, ZIP

4. (Optional) Add Additional Details

  • Contract Number
  • Plan
  • Plan Type

5. (Optional) Upload Insurance Card Images

  • Attach front and back images of the insurance card (JPG or PNG, max 5MB each).

6. Click Save

  • The insurance plan will be saved to the patient’s profile.
  • If this is the first plan, it will automatically be marked as their Preferred.

Editing or Removing an Insurance Plan

To Edit an Insurance Plan:

  • Click the pencil icon next to the insurance entry.
  • Make the necessary updates.
  • Click Save to apply the changes.

To Delete an Insurance Plan:

  • Click Delete insurance plan.
  • Confirm the action when prompted.

Important Notes:

  • An insurance plan must not be marked as "Preferred" in order to delete it.
  • Patients must have more than one insurance plan on file to delete any.
  • You cannot delete plans that are tied to finalized invoices.

If you have any questions or need assistance, please contact the SigmaMD support team.