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Find Insurance Plan

To find an insurance plan

1. Click Settings > Insurance > Find Insurance Plan.

2. In the Look For search bar, enter all or part of the name of an insurance plan. You can choose to search by:

   • E-Claims: An electronic claim status

   • Search In: A specific field criteria

   • Scope: An insurance plan available to one or all practices

3. Click Find Now.

4. Once you find the insurance plan, double-click to open it.

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