Locate Client Insurance Information

Following the steps below, you can add, view, and edit your clients' insurance information.

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 your client in the upper Client search bar. Select the client and this will open the chart.

Step 3: Click on Client Details< Insurance.

Step 4: Click on edit if you need to de-active insurance and add a new one.

Note: If there are more than one insurance providers listed and one has Is Primary disabled, that indicates this is the secondary insurance. 

Step 6: Click on Save Changes. 

Important:  If Release Medical Records and Billing to Insurance is enabled, it will appear as Signature on File on the CMS-1500 form.

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 below. 

How to de-active and add new health insurance under the 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 on Clients Details< Insurance.

Step 4:  If you never submitted any claim with this insurance for this client, click on delete icon to delete the insurance from the chart.

Step 5: If you submitted a claim before with this insurance for this client, you wont be able to delete but you can de-active the insurance. Click on the pencil icon. 

Step 6:  At the pop-up box, mark in blue "Is disabled" (blue switch on means deactivated).

Step 6: Click on Save changes.