Identifying the Policy Holder Employer

Navigate to Patients | Intake Referral | Policy Holder Employer and proceed with the following steps:

1.    Complete the applicable fields regarding the policy holder's employer information.

2.    Click    to activate the fields below Phones / Email.

3.    Enter phone and email information.

4.    Click  .

5.    Click the Billing Codes tab.

6.    Continue with Specifying Billing Codes.