Need to add an Attorney to use in an Insurance Claim? That's easy peasy!

Let's first make sure we have them set up in the system. Head over to the Settings tab, and click on Attorneys, located under the Insurance Settings section.

Once there, click Add an Attorney, and fill in information like the Attorney Company Name, Main Contact along with basic contact information then hit Save.

To Delete an Attorney, simply click on the red, trash can icon on the right side of the page.

Now, the Attorney has been added to the system and will appear as an option to include in any Insurance Claims.

To add an Attorney to a Patient Profile, head to the Patients tab and find the patient you want to edit.

Find the Attorney section and click the options tab (in photo below) > Edit Attorney.

All you have to do is select the attorney from the drop-down list, and click the Save icon and you are all set!