› Appointment Booking: Commercial Insurance Pay with Referral Physician Options

Appointment Booking: Commercial Insurance Pay with Referral Physician Options

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Step 1: Hi. How to book an appointment for a commercial insurance pay patient? Left click on the calendar.

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Step 3: Enter the patient details.

Step 4: Fill in the mandatory information.

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Step 12: You can select if the patient is direct access or the patient has come from a physician referral.

Step 13: Look for the referring physician.

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Step 15: The details will auto populate.

Step 16: Click on next. Select commercial insurance.

Step 17: Add the insurance card.

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Step 21: Fill in all the mandatory sections, Select the policy holder.

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Step 33: Add insurance card.

Step 34: Click on send link and reserve appointment.

Your appointment will be booked successfully. 

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