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How to: Find Patient Insurance Information

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Written by Vanessa Echenique

This guide outlines how to check the insurance coverage details of a specific patient record within Omnivers.

  1. Navigate to the Patients Page
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    Click Patients from the main menu. This will take you directly to the Patients page, opening on the List tab by default.

2. Search for the Patient
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Enter the patient’s name in the search bar and select the patient's name.

3. Access the Coverage Tab

  • Within the patient record, click the Coverage tab to view insurance details.

  • If the Coverage tab is not visible, click the three‑dot menu in the corner to expand additional tabs and select Coverage.

4. View Coverage Information
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The Coverages screen will display the patient’s insurance coverage details, providing the information you need.

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