Select the PRIMARY INSURANCE from the dropdown.

If the patient is a dependent, select the relationship of the patient to the insured person in the PRIMARY RELATIONSHIP TO INSURED dropdown.

The highlighted patient information will need to be manually input.

Enter PRIMARY INSURANCE POLICY NUMBER as matching the insurance card.

(If the patient has a secondary insurance, follow the same steps under Secondary Insurance)

A photo ID of the primary insured person must be uploaded as described in a later step if the patient is a dependent