Note: To Enter or change Health Plan Info, a user will need Staff Roles 1 - ResiDex Data Entry

To Record a Client's Health Plan:

• Select the Health Plan Name
• Enter the required information in the "Plan/Program #" field (You can enter "Not Provided" or "N/A" if you don't have that information
• Enter additional information if provided

To Add or Edit a Health Plan:

• Go to Setup and search for "Health"
• Select "Health Plan Providers (Insurance)
• Click "New" to add a new health plan or just edit the line of an existing health plan
• When you are finished, close the screen

Entering Health Provider Information - Video Tutorial