How do I modify Client Insurance?

Adding or modifying client insurance is an easy task, read on to learn more!

In this Article:

• Add or Modify Client Insurance Details (primary insurance)
  • Sections:
    • Insurance Company
    • Policy
    • Insured
  • Benefits Confirmation
  • Pre-Authorizations
  • Expired Insurance Policies
• Add or Modify Client Insurance Details (secondary insurance)
• Add or Modify Client Insurance Details (from the Insurance tab)

To add or edit a client's specific insurance settings, go to:

You'll be presented with the below screen if insurance is already entered:

Insurance not entered? No sweat! Just click + Add at the top right:

From top to bottom:

At the top you'll notice all the client insurance details shown below:

Sections (click to jump):

• Insurance Company
• Policy
• Insured

Insurance Company

• Here we list the insurance company selected for this client

Policy

• Here we list the insurance policy details for this specific client
• This includes the specific insurance company, subscriber ID, plan name, group, start/end date, and other details
• At the bottom you can view/edit/delete the insurance ID on file

Insured

• Here we list the insured details, like name, relationship to insured, DOB, etc

Benefits Confirmations

Here we list the details of the clients benefits.

This includes things like copayment amount, verification number & date, deductible amount, etc

Far right menu options:

• To add benefits, click add
• Other menu options:
• Click manage_search to view the notes
• Click delete to delete the benefits confirmation
• Click edit to edit the benefits confirmation

Pre-Authorizations

Here we list the details of insurance preauthorizations.

• This includes things like CPT codes allowed and visits used vs. allowed
• If using visit counts, this is automatically increased when a client is seen for an appointment

Far right menu options:

• To add a pre-authorization, click add
• Other menu options:
• Click manage_search to view the notes
• Click delete to delete the pre-authorization
• Click edit to edit the pre-authorization

Expired Primary Insurance Policies

Beneath the benefits and pre-authorizations we list any expired primary insurance policies. Click to expand.

Just beneath the primary insurance are the secondary insurance details:

Related article:

• Insurance Eligibility Verification

You can also access this from the client profile → Insurance tab:

Related: Changing Insurance Policies for Clients (and still retain the old insurance policy)