The admin, clinicians and staff can enter insurance information under the client's chart or they can request insurance information from the client so the client does it for them via the client portal.
To learn how to request insurance information from clients, refer to this article.
Important: Before you can add insurance under the client's chart or before the client can provide insurance information for you, you need to first add all payers (health insurance) under Settings < Billing < Insurers < Add Insurer. Refer to this article on how to add health insurance under Settings.
Here are directions on how to assign health insurance under the client chart
Step 1: Click on Clients
Step 2: Click on the eye icon next to the name of the client or start typing the name of the client in the upper Client search bar. Select the client and this will open the chart.
Step 3: Click Client Details< Insurance.
Step 4: Click on Add Insurance.
Step 5: Fill out the form.
Step 6: Click on Save Changes.
Note: All appropriate fields must be filled out based on each client's specific insurance coverage.
If you want your staff member and therapists to set up billing and insurance, please make sure that they have these permissions first. Refer to this article on how to manage user permissions.
Note: You can only have 2 insurance under the chart. One primary and one secondary. If the insurance changes for the client and neither can be used, you can de-active them first and add new ones with the steps above. Here is an article on how to change the insurance under the chart.
Related Article:
How to request demographic information from clients
How to request insurance information from clients
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