> ## Documentation Index > Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt > Use this file to discover all available pages before exploring further. # Add or Edit Patient Insurance > Learn how to add and edit patient insurance policies in Elation Billing This article provides step-by-step instructions on how to add and edit patient insurance policies in Elation Billing. ## Overview ### What is Adding or Editing Patient Insurance? Adding or editing patient insurance is the process of entering and updating insurance policy information for patients in Elation Billing. This includes selecting the insurance payer, priority level, and member ID. ### Why is Adding or Editing Patient Insurance important? Accurate insurance information is essential for proper claim routing and timely reimbursement. Having the correct payer, member ID, and policy priority ensures claims are submitted to the right insurance company. ## Workflow Instructions ### Elation EHR + Billing Practices For Elation EHR + Billing practices, insurance should be added in the EHR. See [Managing Insurance](/articles/Managing-Insurance#store_patient_insurance) for more information on adding insurance to patients. ### Adding or Editing Insurance in Elation Billing 1. **Navigate** - You can add and edit patient insurance policies from a patient page, a superbill, or when posting a payment. Look for the insurance box shown below. 2. **Add or Edit Insurance Policy** - Click on the **+ New** button in the insurance box or click on the yellow pencil to edit. **Required fields:** * **Choose Insurance** - Select the insurance payer * **Priority** - Select Primary, Secondary, or Tertiary * **Member ID** - Enter the patient's member ID * Click **SAVE** If the patient has no insurance coverage, select the **Self Pay** Insurance. > **Optional fields** (click **See More**): > > * Coverage Start/End dates > * Relationship between the Patient and the Insured > * Medicare Type Code/Medicare Secondary Code > > Insurance dialog with "+ Choose Insurance" button, Priority set to PRIMARY, and Member ID field highlighted as required. "SEE MORE" is annotated to reveal optional Coverage Start/End, Relationship, and Medicare fields. > > 3. **Choose Insurance and Search for Payers** - When you click **Choose Insurance**, you'll see an insurance list. The default view shows your favorites. > > * Click **All Payers** to view all available payers > * Click **Add Payer** to add a new payer by linking to an existing payer ID or using payer ID **PAPER** for paper claims Adding or removing favorites is as easy as clicking the ♡. > Search by Payer Name, AKA, or Payer ID. Search For Insurance Payers dialog showing Favorites Only, All Payers, and Add Payer buttons highlighted, with action icons and the Favorite heart column called out for the first payer row. Legend showing four insurance payer action icons: green checkmark (Select Insurance), blue AKA (Add Nicknames), yellow building (Edit Payer Address), red chat (Payer Notes). ## Related Articles * [Add a New Patient](/articles/add-a-new-patient) * [Filing a Claim](/articles/filing-a-claim) * [Running Eligibility](/articles/running-eligibility)