--- title: How to Add Insurance from Appointments description: How to Add Insurance from Appointments --- [Skip to content](https://knowledge.populateemr.com/how-to-add-insurance-from-appointments#main-content) English Show submenu for translations [More support](https://knowledge.populateemr.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.populateemr.com/tickets?hsLang=en) ![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.populateemr.com/kb-tickets/new) - [Customer portal](https://support.populateemr.com/tickets) - [Contact us](mailto:support@populate.com) [Contact us](mailto:support@populate.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Populate Help Desk](https://knowledge.populateemr.com/?hsLang=en) 2. [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en) August 28, 2026 # How to Add Insurance from Appointments ## Adding and updating patient insurance information from appointments To add insurance from the Create Appointment module, first search and select the patient. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/bdcc1d4f-1bad-40d2-9a94-0342d50847df.png) For a new patient, with no insurance added, it will appear as "Not Set". Click on the "+" sign beside insurance to proceed adding a new insurance. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/887cb2c7-119d-41d4-b78a-5f88f092009f.png) Next, select insurance holder's relationship with the patient. "Self" is auto-selected, but you may change it accordingly. Also add the MSP type, if needed, before adding the payer. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/a7902e9c-cdbd-49e7-8519-dff16274b647.png) Then search for the payer and select the correct one from the list of results. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/20c9568e-4328-4c03-a447-b073a7a521cc.png) You can also select the insurance from the pinned list ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/c9b065e9-8778-4af4-ac1c-2bdf2763711c.png) Add the member ID ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/128a6ce3-6d8b-4c54-952e-14944d6897fa.png) Add copay, if applicable. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/9a8ee876-1128-4100-a56d-77526e849cdf.png) Click the "Is Primary Insurance" field if it applies. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/57bcc4f6-73cd-437e-a8fd-8aa493eefee5.png) Click "Create" ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/cd867632-6d70-411a-8bd9-2dda52223ae7.png) A confirmation message should state that the insurance was added successfully. Once the insurance is added, you can also edit it by clicking on the edit icon beside the "+" icon ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/bd925759-393f-4109-9494-74d02634ca24.png) Another way to add/edit insurance from the Appointments module is from the side panel. Click on the appointment to open the side panel and then click on the edit icon beside the added insurance. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/7f5b4981-938c-4b2c-b389-7392cf95c10b.png) Click on the "+" icon to add another insurance. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/235fc4b8-1cdf-48f2-80f7-566b46d4277b/ffbd0daa-65c0-4194-a779-52a3852dad9f/images/99bd70f1-3e7d-43da-9a9b-023c885274e0.png) - [FAQ](https://knowledge.populateemr.com/faq?hsLang=en) - [Support](https://knowledge.populateemr.com/support?hsLang=en) - [Billing](https://knowledge.populateemr.com/billing?hsLang=en) - [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en) - [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) - [Charts](https://knowledge.populateemr.com/charts?hsLang=en) - [Encounters](https://knowledge.populateemr.com/encounters?hsLang=en) - [Intake](https://knowledge.populateemr.com/intake?hsLang=en) - [To-Dos & Stickies](https://knowledge.populateemr.com/to-dos-stickies?hsLang=en) - [Fax & Reports](https://knowledge.populateemr.com/fax-reports?hsLang=en) - [Settings](https://knowledge.populateemr.com/settings?hsLang=en) - [Rachel—AI Agent](https://knowledge.populateemr.com/rachel-ai-agent?hsLang=en) - [Forms](https://knowledge.populateemr.com/forms?hsLang=en) [![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png)](https://knowledge.populateemr.com/?hsLang=en) 6790 Embarcadero Ln #100, Carlsbad, CA 92011 [mailto:support@populate.com](mailto:support@populate.com) Copyright © 2025, Populate EMR, Inc.