A patient can have more than one insurance in their folder.
Multiple insurances apply only to insured patients (NHIS and Private).
NHIS is always a Primary Insurance.
❌ NHIS cannot be added as a secondary insurance.
A patient can have:
One Primary Insurance
One or more Secondary Insurances
Only ONE secondary insurance can be used per bill, even if multiple insurances exist on the folder.
Multiple insurances are added and managed mainly in:
Records Department
Claims Department
Audit Department (view & verification)
There are two ways to add a Secondary Insurance to a patient’s folder:
Navigate to the Records Department or the Claims Department.
On the left-sided menu, click:
Patients
Insured Patients
Click New to add an insured patient.
A table appears for insurance entries.
ℹ️ Required Details Per Insurance RowPatient Folder Number
Insurance Name
Insurance Type
Policy
Insurance Number
Start Date
End Date
Click Save Details.
To add more insurance:
Click Add New Row
Enter the additional insurance details.
Save again.
📌 Note:
- NHIS can only be entered as Primary Insurance.
- Secondary insurance must be Private Insurance.
Step-by-Step Actions
Go to the Records Department.
Activation Form Actions
Fill in:
Primary Insurance details
Insurance Start Date
Insurance End Date
Locate Add Secondary Insurance (beneath the insurance details).
Click Add New.
Secondary Insurance Form
Enter the following:
Insurance Number
Insurance Type
Policy
Start Date
End Date
Click Create Insurance.
Visiting Clinic / Department
Attending Staff (optional)
Click Save to complete folder activation.
✅ Patient folder is activated successfully with multiple insurances.
Method 3: Adding Multiple Insurances When Creating a New Folder (Records Department)Step-by-Step Actions
Go to the Records Department.
Click New Folder.
Click Add New.
Enter patient details:
First Name
Last Name
Date of Birth
Month of Birth
Location
Mobile Number
Enter Primary Insurance Details:
Insurance Name
Insurance Type
Policy
Insurance Number
Click Create Folder.
Activation Prompt
The system prompts for folder activation.
During activation:
Follow the activation steps
Add Secondary Insurance using the Add Secondary Insurance option.
(Records, Claims & Audit Departments)
Step-by-Step Actions
Navigate to:
Records, Claims, or Audit Department.
On the left-side menu, click:
Verify Claims
Insurance Verification
A list of insured patients appears.
Click View Insurance on a patient.
Patient insurance details open.
Adding Secondary Insurance
Scroll below the insurance details.
Click Add Secondary Insurance.
Click Add New.
Enter:
Insurance Number
Insurance Type
Policy
Start Date
End Date
Click Create Insurance to save.