The patient information section is located at on the left. To edit the Patient Information, double click on that area.

Also, notice the table of Insurance Plans for Family. You are not just limited to primary and secondary Plans. When a patient changes insurance, you never delete the old insurance. The list of insurance Plans for a family can be as long as you want. The Coverage area shows the primary and secondary coverage for the current patient. If a patient changes insurance, the Coverage area is changed to reflect current coverage.

The coverage percentages can be overriden for each patient in a family. That means you can have each family member covered under a different percentage on the same plan (we run into this a lot with incentive plans). If there are exceptions for a patient that do not follow the expected rules, enter it as a note in the insurance plan, and then override the insurance estimate in the Procedure window.