How do I modify Client Insurance?
Adding or modifying client insurance is an easy task, read on to learn more!
Add or Modify Client Insurance Details
To add or edit a client's specific insurance settings, go to:
- Clients (left menu)
- Click on the name of the client
- Near the bottom find the section Primary Insurance
You'll be presented with the below screen if insurance is already entered:
⚠️ Note: Insurance not entered? No sweat! Just add it with the
button!

From left to right we have:
Insurer
- Here we list the practice insurance company selected for this client.
⚠️
Warning: This is a shortcut to manage the practice insurance. Clicking the gear icon will edit the group wide insurance settings.
Policy
- Here we list the insurance policy details for this specific client.
- This includes things like 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
- To edit, click the top right square/pencil icon (right icon)
- To view policy notes and referring physician details, click the magnifying icon (left icon)
Insured
- Here we list the insured details, like name, relationship to insured, DOB, etc.
- To edit, click the top right square/pencil icon:
Benefits Confirmations
Here we list the details of the clients benefits.
This includes things like copayment amount, deductible amount, etc.
- To add benefits, click the button
- To the right are the menu options:
- To view the notes, click the magnifying glass icon
- To edit or view details, click the square/pencil icon
- To delete, click the red trashcan icon
Pre-Authorizations
Here we list the details of insurance preauthorizations.
This includes things like CPT codes and visits used vs. allowed. If using visit counts, this is automatically increased when a client is seen for an appointment.
- To add a preauthorization, click the button
- To the right are the menu options:
- To view the notes, click the magnifying glass icon
- To edit or view details, click the square/pencil icon
- To delete, click the red trashcan icon
Related: Changing Insurance Policies for Clients (and still retain the old insurance policy)