Manual → Start Billing in 30 Minutes → Add Insurance (On the Fly)

Add Insurance On the Fly (First Claim)

AllMed PM lets you add insurance while you’re already inside the patient record.

You do not need to:

• Go to Setup
• Create insurance separately
• Save and come back to attach it

Everything happens in one step.

Open Insurance

• Finish and Save the patient demographics
• Press Alt + I
• The Insurance screen opens
• It defaults to Primary

Add a New Insurance Company

• Click the Insurance dropdown
• Select Add

You are now creating a new insurance company and attaching it to the patient at the same time.

What to Enter (Minimum Required)

Insurance Code

• Short code used for quick search
• Example: MC for Medicare
• User-defined
• Type it once — next time you can just type the code and it appears

Name

• Full insurance name
• Example: Medicare

Type

• Select the correct type
  Example: Medicare

Address (ZIP First)

• Enter the ZIP code first
• City and State auto-fill
• Use the three dots (…) to select a different city if needed

Billing Settings (First Claim Defaults)

Type of Billing

• Select Paper

Accept Assignment

• Select Yes or No based on payer rules

ID Type

• Select the appropriate option
  Example: Medicare

That’s all you need.

What You Can Skip for Now

Leave these blank:

• Fee Schedule (used mainly for anesthesia)
• Clearinghouse
• ERA ID
• Claim Office #
• Advanced Options

These can be set later without affecting today’s claim.

Save (Two Steps)

• Click Save (creates the insurance)
• Click OK (attaches it to the patient)

Why This Matters

Insurance is:

• Created
• Attached
• Ready to use

…without leaving the patient.

No duplicate work. No missed steps.