How do I add Insurance Policies

Setting Up Insurance

Getting Started

Steps Needed to Capture a Referral Source

When a new Insurance Policy is presented, Staff will perform these steps to add it to imPowr:

• Step 1: Click “Organization” and follow the steps to create a new Insurer/Payer type Organization

• Step 2: Enter the Insurance Product, so it can be made selectable as part of a future process

Details for Setting Up an Organization and Insurance Product