Quick Reference — To add a self-pay policy for a patient

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1. Display the patient's Quickview page.
2. Scroll down to the Insurances area and click add new.
   The Add Policy page appears.
3. Click the Self-Pay tab, or click Self Pay in the Most Used Standard Policies list.
4. If the patient is responsible for paying the full balance, click Select next to Self-Pay.
   Self-Pay is added under Insurances on the patient's Quickview page. The process is complete.
5. If the patient will be responsible for paying only a discounted balance, click Select next to Sliding Fee Schedule — Discount to create a sliding fee plan for the patient.
   The Add Cash Policy Details page appears.
6. On the Add Cash Policy Details page, enter the policy information.
7. Click Add Cash Plan.