How to Request Insurance Information From a Client

TheraPlatform allows administrators and staff to either manually enter a client’s insurance information or request that the client provides it through the Client Portal. 

Before requesting or entering insurance information, make sure all payers (insurance providers) have been added under Settings > Billing > Insurers > Add Insurer. 

Here are directions on how to request insurance information from your clients

Follow these steps when adding a new client:

Step 1: Click on Clients
Step 2: Click Add
Step 3: Enter the client’s information
Step 4: Click Next Step
Step 5: Select Require Insurance Information

• If you would also like the client to upload a copy of their insurance card, select Require Insurance Card Upload

If the client already exists in your system, follow these steps:

Step 1: Click on Clients
Step 2: Click the eye icon next to the client’s name
Step 3: Navigate to Client Details > Details
Step 4: Scroll to the bottom and select one or more of the following:

• Insurance Information
• Insurance Card

Step 5: Click Save Changes

After saving your changes:

• The client will receive an email notification from TheraPlatform
• They will be prompted to log into the Client Portal and complete the request

If an insurance card upload is required:

• The client will upload their insurance card
• TheraPlatform’s data extraction feature will automatically populate the insurance form with available information
• The client must review the information, complete any missing fields, and click Save Changes

Once submitted:

• Insurance details are saved under Client Details in the client’s chart
• The uploaded insurance card is stored under the Attachments tab in the client's chart

Note Please, note that the data extraction option (when you require the insurance card) is not free, and there is an additional charge for this service when used. 

What a Client sees in the Client Portal when Insurance information has been Requested 

After insurance information has been requested from a client, when they next log into the client portal they will be prompted to enter in their Primary insurance information, and will be prompted to upload a copy of their insurance card if requested

 

 

If this is a client that already exists in your platform and has active insurance information on their client record, they will see their existing insurance information populated on that screen and will have the ability to Update/Edit any insurance information before saving. 

 

Once the Primary insurance information has been added or updated, the client will be prompted to enter in any Secondary insurance associated with them if any. They can also skip adding Secondary insurance if needed.

 

In the Insurance Summary screen, it will show the insurance information on file for this client which the client can review before selecting Save Changes to complete that process

Related Articles 

How you can enter demographic information yourself

How to request demographics from clients

How to add health insurance (payers) you contract with on TheraPlatform