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Welcome to the den to max tip of the week! This week's tip focuses on creating a new ledger for a patient when their insurance changes. Start by accessing the patient list and pulling up the patient's ledger, in this case John Smith. John currently has AJ insurance as primary and Delta Dental of Arizona as secondary. Learn how to create a new ledger for the patient's new insurance plan, rather than updating an existing ledger. Access John Smith's patient information screen to make changes to his insurance details.
