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: Enter the official name of the insurance plan the patient is enrolled in. Examples: Aetna Silver 3000 PPO, Blue Cross Blue Shield PPO, Cigna Open Access Plus, Medicare.
Policy Number: Add the patient’s unique member ID or subscriber number. This number identifies the individual under the insurance plan and is required for claims or covered service orders. You’ll usually find it next to “Member ID,” “Policy #,” or “Subscriber ID” on the insurance card.
Group Number: Enter the identifier that links the plan to the employer or organization providing coverage. It helps determine which benefits and rates apply under that group plan. If a group number isn’t available, use the insurance name instead. For Medicare, enter “Medicare A/B.
Primary Insurance Plan (checked by default)
Insured: Choose whether the insured is the patient or someone else
Claims Address: Street, City, State, ZIP. When typing the insurance company’s claims address, suggestions appear based on standard U.S. addresses. If the address is a P.O. Box or not listed, you can type it freely — it will appear as the last option in the dropdown list.