Changing an Insurance/Payor
Submit a Change of Insurance Form
- Go to the student's facesheet.
- Navigate to the "Notes & Forms" widget.
- Hover over the widget and click the blue "+" to add a new form.
- Click the blue "ADD NEW" button in the top right corner.
- Type "Change of Insurance" in the search field and push enter on your keyboard.
- Select the outgoing payor that is being discontinued.
- Fill out the required fields in the form.
- Click "SAVE & CLOSE"