Locate Relation to Insured

Relation to Insured is entered under insurance section in the chart. You can enter this information yourself or you can request that the client provides insurance information. Insurance information provided by the client on the client portal will automatically save under the chart.

To locate Relation to Insured follow these steps:

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:  Here you will see information on Relation to Insured.

Step 5: To edit it click on edit.

Step 6: Click save changes once complete.