# Insurances

You can create patient insurance plans, and use this data when working with patient billing, and preparing claims. **Insurances** are located under the Family in the Patient Profile.

### Create Plan

Click on the **New Plan** button to create insurance. In the opened window fill out the details and click on the <mark style="background-color:green;">Create Plan</mark> button to confirm.

![Dentaltap - Create Insurance Form](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FOiIIw3HYky84YFClHccl%2Fimage.png?alt=media\&token=1f5c8ab1-1cd4-489f-ba18-bb86f500830e)

#### Required fields:

* Company Name - an insurance company name, that is configured in settings. Click on the following link to configure: [Configure Insurance Companies](https://jam.dentaltap.com/en/p/settings/templates/dictionary?id=insurances);
* Policy Number - a unique patient policy number.

#### Optional fields:

* Valid Until - indicate when the policy becomes expired, if no expiration date - just keep this field empty;
* Employer - a name of the employer & company for this policy;
* Own Plan/Others - if this plan belongs to the current patient, no need to fill out additional details, otherwise, details of the policy owner can be added.

### Update Insurance

Once you added insurance, you can click on it to open the details. You can modify all the appointment fields listed in the section above[#create-plan](#create-plan "mention").

### Delete Insurance

Same pattern as for other records, like Discounts, and Family.

* Click on the More Actions button <mark style="background-color:blue;">•••</mark> next to the insurance label;
* Click on the **Delete** option and confirm deletion in the opened window.
