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In this week's tip, we will learn how to create a new ledger for a patient when their insurance changes. Start by accessing the patient list and selecting the patient, such as John Smith. Identify the current insurance information on his ledger. If a patient changes insurance plans, you can create a new ledger with the new insurance details instead of modifying the existing one. Access the patient information screen by clicking on the patient's name and update the insurance information accordingly.
